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 Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $8,841 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,630 | $49,915+3.4% | $154,803-66.6% | $74,304-30.5% |
| Participation rate | 87.5% | 54.0%+33.5pp | 78.1%+9.4pp | 60.3%+27.2pp |
| Annual return | 19.99% | 34.06%-14.1pp | 58.88%-38.9pp | 29.43%-9.4pp |
| Employer contribution / active EE | $3,065 | $1,611+90.2% | $4,305-28.8% | $2,241+36.7% |
| Participant deferral / active EE | $5,487 | $2,255+143.4% | $5,540-1.0% | $3,767+45.7% |
| Admin fee / account holder | $42 | $2,189-98.1% | $14,329-99.7% | $2,969-98.6% |