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 WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $43,662 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,381 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 | Advisory (Plan) | $6,994 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,717 | $99,078-62.9% | $96,544-62.0% | $74,419-50.7% |
| Participation rate | 97.8% | 80.7%+17.2pp | 76.0%+21.9pp | 70.7%+27.1pp |
| Annual return | 14.68% | 22.48%-7.8pp | 25.84%-11.2pp | 34.38%-19.7pp |
| Employer contribution / active EE | $2,185 | $2,570-15.0% | $2,965-26.3% | $2,637-17.2% |
| Participant deferral / active EE | $4,006 | $4,933-18.8% | $4,851-17.4% | $4,528-11.5% |
| Admin fee / account holder | $179 | $225-20.5% | $8,252-97.8% | $348-48.6% |