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: NORTHERWESTERN MUTUAL WEALTH MGT CO Service code 26 · EIN 39-2018056 1901 BUTTERFIELD ROAD, SUITE 300 · DOWNERS GROVE, IL 60515 | Advisory (Participants) | $13,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,213 | $49,451-16.7% | $79,550-48.2% | $66,914-38.4% |
| Participation rate | 63.7% | 61.3%+2.4pp | 69.5%-5.8pp | 69.8%-6.1pp |
| Annual return | -16.98% | 84.25%-101.2pp | 0.16%-17.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,350 | $1,266+85.7% | $2,413-2.6% | $2,544-7.6% |
| Participant deferral / active EE | $4,046 | $3,159+28.1% | $3,985+1.5% | $4,237-4.5% |
| Admin fee / account holder | $238 | $595-60.0% | $6,832-96.5% | $593-59.9% |