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) | $52,873 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,398 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,890 | $109,881+24.6% | $150,045-8.8% | $84,808+61.4% |
| Participation rate | 92.8% | 76.1%+16.7pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 17.56% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,148 | $3,561-67.8% | $4,693-75.5% | $2,631-56.3% |
| Participant deferral / active EE | $8,768 | $6,636+32.1% | $7,997+9.6% | $4,212+108.2% |
| Admin fee / account holder | $438 | $8,568-94.9% | $13,435-96.7% | $7,344-94.0% |