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 INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $82,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,454 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,644 | $155,795-27.1% | $136,294-16.6% | $69,631+63.2% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 21.90% | 232464.33%-232442.4pp | 5155.94%-5134.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $7,056 | $2,991+135.9% | $4,695+50.3% | $2,032+247.2% |
| Participant deferral / active EE | $9,806 | $5,394+81.8% | $6,247+57.0% | $3,224+204.2% |
| Admin fee / account holder | $48 | $128-62.4% | $9,243-99.5% | $110-56.3% |