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 | $23,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
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 | $92,683 | $49,451+87.4% | $79,550+16.5% | $66,914+38.5% |
| Participation rate | 33.3% | 61.3%-28.0pp | 69.5%-36.2pp | 69.8%-36.5pp |
| Annual return | -18.18% | 84.25%-102.4pp | 0.16%-18.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,632 | $1,266+28.9% | $2,413-32.4% | $2,544-35.9% |
| Participant deferral / active EE | $3,217 | $3,159+1.9% | $3,985-19.3% | $4,237-24.1% |
| Admin fee / account holder | $8 | $595-98.6% | $6,832-99.9% | $593-98.6% |