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 WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $124,768 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,127 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,385 | $108,719-10.4% | $101,326-3.9% | $85,563+13.8% |
| Participation rate | 91.1% | 80.9%+10.2pp | 81.5%+9.6pp | 66.0%+25.1pp |
| Annual return | 15.40% | 20.95%-5.6pp | 36.82%-21.4pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,220 | $3,114-60.8% | $3,665-66.7% | $2,654-54.0% |
| Participant deferral / active EE | $5,651 | $8,545-33.9% | $7,994-29.3% | $4,375+29.2% |
| Admin fee / account holder | $209 | $685-69.5% | $11,185-98.1% | $834-75.0% |