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 52-2114207 | Other Commissions | $41,265 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,969 |
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 | $26,135 | $106,236-75.4% | $112,228-76.7% | $64,808-59.7% |
| Participation rate | 87.1% | 71.7%+15.4pp | 75.1%+12.1pp | 71.5%+15.6pp |
| Annual return | -16.21% | -6.02%-10.2pp | 27.45%-43.7pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,416 | $3,166-55.3% | $3,635-61.0% | $2,506-43.5% |
| Participant deferral / active EE | $4,110 | $3,785+8.6% | $4,728-13.1% | $4,310-4.7% |
| Admin fee / account holder | $5 | $452-98.8% | $6,410-99.9% | $188-97.2% |