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 · EIN 39-2018056 | Advisory (Plan) | $26,830 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,132 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $12,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,261 | $106,028-48.8% | $146,958-63.1% | $77,643-30.1% |
| Participation rate | 69.7% | 78.4%-8.6pp | 82.2%-12.4pp | 70.6%-0.8pp |
| Annual return | 23.77% | 56.73%-33.0pp | 418.34%-394.6pp | 31.24%-7.5pp |
| Employer contribution / active EE | $2,741 | $4,063-32.5% | $4,933-44.4% | $2,726+0.6% |
| Participant deferral / active EE | $6,328 | $7,990-20.8% | $8,070-21.6% | $4,647+36.2% |
| Admin fee / account holder | $211 | $337-37.4% | $12,998-98.4% | $430-50.9% |