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) | $67,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,377 |
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 | $92,128 | $48,471+90.1% | $182,532-49.5% | $67,579+36.3% |
| Participation rate | 99.0% | 67.2%+31.8pp | 78.0%+21.0pp | 71.3%+27.7pp |
| Annual return | 28.30% | 31.08%-2.8pp | 148.54%-120.2pp | 378.56%-350.3pp |
| Employer contribution / active EE | $5,632 | $1,461+285.5% | $4,076+38.2% | $2,148+162.2% |
| Participant deferral / active EE | $8,705 | $3,324+161.9% | $5,524+57.6% | $3,539+146.0% |
| Admin fee / account holder | $301 | $151+98.8% | $8,592-96.5% | $142+111.2% |