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) | $113,030 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,751 | $81,625+133.7% | $167,512+13.9% | $74,304+156.7% |
| Participation rate | 98.9% | 60.0%+38.9pp | 77.1%+21.9pp | 60.3%+38.6pp |
| Annual return | 14.76% | 26.09%-11.3pp | 1615.79%-1601.0pp | 29.43%-14.7pp |
| Employer contribution / active EE | $4,860 | $2,010+141.7% | $3,882+25.2% | $2,241+116.8% |
| Participant deferral / active EE | $12,683 | $4,115+208.2% | $6,405+98.0% | $3,767+236.7% |
| Admin fee / account holder | $418 | $3,474-88.0% | $9,769-95.7% | $2,969-85.9% |