See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $32,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,298 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,710 | $73,404-48.6% | $87,100-56.7% | $67,579-44.2% |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.9%+16.0pp | 71.3%+21.6pp |
| Annual return | 19.74% | 48.29%-28.6pp | 28.19%-8.5pp | 378.56%-358.8pp |
| Employer contribution / active EE | $842 | $2,014-58.2% | $2,521-66.6% | $2,148-60.8% |
| Participant deferral / active EE | $2,609 | $3,913-33.3% | $4,049-35.6% | $3,539-26.3% |
| Admin fee / account holder | $169 | $142+19.1% | $7,497-97.8% | $142+18.5% |