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 | $39,737 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,181 | $34,677+70.7% | $77,024-23.2% | $64,808-8.7% |
| Participation rate | 99.3% | 49.8%+49.4pp | 67.9%+31.4pp | 71.5%+27.8pp |
| Annual return | -17.46% | -5.33%-12.1pp | 42.32%-59.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,066 | $1,370+50.8% | $2,812-26.5% | $2,506-17.6% |
| Participant deferral / active EE | $5,924 | $2,556+131.7% | $4,426+33.8% | $4,310+37.4% |
| Admin fee / account holder | $211 | $179+18.5% | $5,425-96.1% | $188+12.6% |