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 Service code 26 · EIN 39-2018056 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $21,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,310 | $54,193+0.2% | $93,606-42.0% | $77,643-30.1% |
| Participation rate | 57.7% | 63.9%-6.2pp | 68.7%-11.0pp | 70.6%-12.9pp |
| Annual return | 15.78% | 30.54%-14.8pp | 133.20%-117.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,932 | $1,168+65.4% | $2,420-20.2% | $2,726-29.1% |
| Participant deferral / active EE | $3,089 | $3,144-1.7% | $4,411-30.0% | $4,647-33.5% |
| Admin fee / account holder | $299 | $576-48.1% | $8,285-96.4% | $430-30.5% |