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 INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $20,531 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $2,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,769 | $59,263+107.2% | $96,562+27.1% | $79,386+54.6% |
| Participation rate | 38.4% | 61.9%-23.5pp | 69.8%-31.4pp | 70.7%-32.3pp |
| Annual return | 14.38% | 27.07%-12.7pp | 37.78%-23.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,836 | $1,216+51.0% | $2,356-22.1% | $2,427-24.4% |
| Participant deferral / active EE | $3,649 | $2,948+23.8% | $3,849-5.2% | $4,046-9.8% |
| Admin fee / account holder | $12 | $658-98.1% | $6,181-99.8% | $626-98.0% |