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 WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $17,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,276 |
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 | $93,713 | $101,317-7.5% | $146,958-36.2% | $74,495+25.8% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 15.87% | 8730.91%-8715.0pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,163 | $3,810+9.3% | $4,933-15.6% | $2,623+58.7% |
| Participant deferral / active EE | $8,551 | $7,303+17.1% | $8,070+6.0% | $4,346+96.8% |
| Admin fee / account holder | $207 | $1,739-88.1% | $12,998-98.4% | $1,942-89.3% |