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) | $16,700 |
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 | $51,497 | $54,701-5.9% | $86,188-40.3% | $71,457-27.9% |
| Participation rate | 55.9% | 60.1%-4.2pp | 69.0%-13.0pp | 67.9%-12.0pp |
| Annual return | 18.88% | 20.06%-1.2pp | 1168.45%-1149.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,020 | $1,265+59.6% | $2,380-15.1% | $2,588-22.0% |
| Participant deferral / active EE | $3,412 | $3,108+9.8% | $3,985-14.4% | $4,289-20.4% |
| Admin fee / account holder | $250 | $1,922-87.0% | $6,852-96.4% | $1,587-84.3% |