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 27 · EIN 39-2018056 | Advisory (Plan) | $63,061 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,592 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,313 | $52,639+65.9% | $185,117-52.8% | $62,292+40.2% |
| Participation rate | 95.9% | 63.9%+32.0pp | 77.3%+18.6pp | 69.5%+26.4pp |
| Annual return | 21.05% | 19.57%+1.5pp | 40.50%-19.4pp | 28.90%-7.8pp |
| Employer contribution / active EE | $5,031 | $1,483+239.3% | $4,182+20.3% | $2,042+146.3% |
| Participant deferral / active EE | $8,445 | $3,097+172.7% | $5,045+67.4% | $3,169+166.5% |
| Admin fee / account holder | $252 | $374-32.5% | $8,159-96.9% | $479-47.4% |