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 Service code 26 · EIN 39-2018056 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $106,775 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,334 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,870 | $88,890+13.5% | $102,423-1.5% | $77,643+29.9% |
| Participation rate | 92.5% | 80.9%+11.6pp | 76.5%+16.0pp | 70.6%+21.9pp |
| Annual return | 12.83% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,666 | $2,698+35.9% | $3,023+21.2% | $2,726+34.5% |
| Participant deferral / active EE | $8,643 | $5,145+68.0% | $5,053+71.1% | $4,647+86.0% |
| Admin fee / account holder | $390 | $235+65.6% | $9,451-95.9% | $430-9.4% |