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 MGMT Service code 99 · EIN 39-2018056 | Other Fees | $25,404 |
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT LLC Service code 49 · EIN 36-3168081 | Other Services | $6,504 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,475 | $51,197-34.6% | $82,719-59.5% | $66,914-50.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.59% | -9.64%-6.0pp | 701.18%-716.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,890 | $2,611+49.0% | $3,009+29.3% | $2,544+52.9% |
| Participant deferral / active EE | $1,942 | $3,458-43.8% | $4,395-55.8% | $4,237-54.2% |
| Admin fee / account holder | $101 | $416-75.6% | $5,329-98.1% | $593-82.9% |