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 39-2018056 | Other Commissions | $14,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,144 | $66,302-56.0% | $110,238-73.6% | $56,287-48.2% |
| Participation rate | 48.1% | 74.9%-26.8pp | 79.8%-31.7pp | 69.9%-21.7pp |
| Annual return | -8.94% | -1.18%-7.8pp | 314.74%-323.7pp | -9.96%+1.0pp |
| Employer contribution / active EE | $977 | $2,047-52.3% | $3,826-74.5% | $2,111-53.7% |
| Participant deferral / active EE | $2,810 | $3,381-16.9% | $4,672-39.9% | $3,350-16.1% |
| Admin fee / account holder | $88 | $698-87.4% | $8,547-99.0% | $521-83.1% |