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 99 · EIN 39-2018056 | Other Fees | $49,802 |
VRAKAS S.C.1 year Filed as: VRAKAS BUSINESS VALUATIONS Service code 99 · EIN 39-1453055 | Other Fees | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,313 | $89,753+157.7% | $107,525+115.1% | $84,808+172.8% |
| Participation rate | 97.8% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.5pp |
| Annual return | 14.20% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,954 | $3,113+27.0% | $3,754+5.3% | $2,631+50.3% |
| Participant deferral / active EE | $12,302 | $4,056+203.3% | $5,116+140.5% | $4,212+192.1% |
| Admin fee / account holder | $164 | $7,222-97.7% | $8,919-98.2% | $7,344-97.8% |