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 MANAGEME Service code 17 · EIN 39-2018056 | Pension Consulting | $45,940 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,805 | $41,647+67.6% | $96,139-27.4% | $86,799-19.6% |
| Participation rate | 100.0% | 50.2%+49.8pp | 68.4%+31.6pp | 72.3%+27.7pp |
| Annual return | 16.92% | 27.24%-10.3pp | 191.94%-175.0pp | 97.91%-81.0pp |
| Employer contribution / active EE | $2,038 | $1,318+54.7% | $2,797-27.1% | $2,405-15.3% |
| Participant deferral / active EE | $5,623 | $2,412+133.1% | $4,349+29.3% | $4,131+36.1% |
| Admin fee / account holder | $225 | $169+32.7% | $5,537-95.9% | $170+32.6% |