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) | $64,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,626 | $42,810+81.3% | $169,463-54.2% | $55,725+39.3% |
| Participation rate | 96.8% | 64.7%+32.1pp | 77.8%+19.0pp | 70.9%+26.0pp |
| Annual return | -4.05% | -3.61%-0.4pp | 1.83%-5.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $5,142 | $1,402+266.8% | $4,159+23.6% | $2,078+147.4% |
| Participant deferral / active EE | $8,050 | $3,141+156.2% | $5,277+52.6% | $3,356+139.9% |
| Admin fee / account holder | $334 | $106+214.0% | $9,109-96.3% | $115+190.3% |