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 INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $30,418 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,610 | $59,417-1.4% | $93,606-37.4% | $74,495-21.3% |
| Participation rate | 84.2% | 59.7%+24.6pp | 68.7%+15.5pp | 67.2%+17.0pp |
| Annual return | 11.04% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,349 | $1,264+85.9% | $2,420-2.9% | $2,623-10.4% |
| Participant deferral / active EE | $5,447 | $3,050+78.6% | $4,411+23.5% | $4,346+25.3% |
| Admin fee / account holder | $9 | $3,021-99.7% | $8,285-99.9% | $1,942-99.5% |