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 9-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 55 · EIN 52-2114207 | Other Commissions | $37,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,002 | $82,202-41.6% | $125,339-61.7% | $64,808-25.9% |
| Participation rate | 52.1% | 77.9%-25.7pp | 82.4%-30.2pp | 71.5%-19.3pp |
| Annual return | -13.78% | 3.48%-17.3pp | 572.05%-585.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,612 | $3,615-55.4% | $4,814-66.5% | $2,506-35.7% |
| Participant deferral / active EE | $2,925 | $7,175-59.2% | $7,446-60.7% | $4,310-32.1% |
| Admin fee / account holder | $16 | $163-90.3% | $10,010-99.8% | $188-91.6% |