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 WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $45,529 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,628 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,055 | $79,013+114.0% | $100,391+68.4% | $74,495+126.9% |
| Participation rate | 97.8% | 79.5%+18.3pp | 81.5%+16.3pp | 67.2%+30.6pp |
| Annual return | 13.40% | 20.41%-7.0pp | 49.20%-35.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $5,132 | $3,021+69.9% | $3,942+30.2% | $2,623+95.6% |
| Participant deferral / active EE | $10,146 | $7,760+30.7% | $8,082+25.5% | $4,346+133.5% |
| Admin fee / account holder | $252 | $1,320-80.9% | $7,899-96.8% | $1,942-87.0% |