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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,914 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $49,041 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 52-2114207 | Advisory (Plan) | $30,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,269 | $56,152+103.5% | $185,823-38.5% | $73,409+55.7% |
| Participation rate | 99.3% | 67.6%+31.7pp | 78.0%+21.3pp | 72.2%+27.1pp |
| Annual return | 19.02% | 17.59%+1.4pp | 35.95%-16.9pp | 59.29%-40.3pp |
| Employer contribution / active EE | $2,924 | $1,532+90.9% | $4,087-28.5% | $2,234+30.9% |
| Participant deferral / active EE | $9,308 | $3,659+154.4% | $5,632+65.3% | $3,805+144.6% |
| Admin fee / account holder | $354 | $132+168.1% | $9,500-96.3% | $158+124.2% |