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) | $95,816 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,194 |
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 | $106,461 | $50,458+111.0% | $159,960-33.4% | $64,808+64.3% |
| Participation rate | 99.3% | 68.0%+31.3pp | 78.0%+21.4pp | 71.5%+27.9pp |
| Annual return | -17.64% | -13.42%-4.2pp | 408.60%-426.2pp | 32.82%-50.5pp |
| Employer contribution / active EE | $6,213 | $1,722+260.7% | $4,226+47.0% | $2,506+147.9% |
| Participant deferral / active EE | $11,031 | $4,004+175.5% | $6,182+78.4% | $4,310+155.9% |
| Admin fee / account holder | $400 | $706-43.4% | $8,698-95.4% | $188+112.8% |