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 21 · EIN 39-0509570 | Bank Trustee | $9,963 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $970 |
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 | $48,575 | $65,322-25.6% | $70,449-31.0% | $73,488-33.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 19.02% | 15.71%+3.3pp | 109.03%-90.0pp | 28.51%-9.5pp |
| Employer contribution / active EE | $4,443 | $2,460+80.6% | $2,737+62.3% | $2,270+95.7% |
| Participant deferral / active EE | $5,874 | $3,375+74.1% | $3,709+58.4% | $3,740+57.1% |
| Admin fee / account holder | $57 | $214-73.5% | $3,845-98.5% | $513-88.9% |