See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $47,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,423 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 16 · EIN 20-1409613 | Consulting | $5,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,651 | $88,890-54.3% | $102,423-60.3% | $77,643-47.6% |
| Participation rate | 94.4% | 80.9%+13.4pp | 76.5%+17.9pp | 70.6%+23.8pp |
| Annual return | 14.56% | 24.98%-10.4pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,438 | $2,698-46.7% | $3,023-52.4% | $2,726-47.3% |
| Participant deferral / active EE | $3,596 | $5,145-30.1% | $5,053-28.8% | $4,647-22.6% |
| Admin fee / account holder | $177 | $235-24.8% | $9,451-98.1% | $430-58.9% |