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 | $19,635 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,435 | $56,443-44.3% | $83,848-62.5% | $55,725-43.6% |
| Participation rate | 74.6% | 72.0%+2.6pp | 76.1%-1.5pp | 70.9%+3.7pp |
| Annual return | 12.67% | 393.67%-381.0pp | 850.88%-838.2pp | 244.93%-232.3pp |
| Employer contribution / active EE | $444 | $2,682-83.5% | $3,631-87.8% | $2,078-78.6% |
| Participant deferral / active EE | $2,678 | $2,965-9.7% | $4,082-34.4% | $3,356-20.2% |
| Admin fee / account holder | $1 | $156-99.2% | $5,478-100.0% | $115-99.0% |