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 16 · EIN 39-2018056 | Consulting | $40,919 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,937 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,051 | $40,385+66.0% | $80,569-16.8% | $74,419-9.9% |
| Participation rate | 100.0% | 47.4%+52.6pp | 67.0%+33.0pp | 70.7%+29.3pp |
| Annual return | 20.49% | 164.85%-144.4pp | 935.43%-914.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,066 | $1,496+38.1% | $2,723-24.1% | $2,637-21.7% |
| Participant deferral / active EE | $5,710 | $2,674+113.5% | $4,447+28.4% | $4,528+26.1% |
| Admin fee / account holder | $192 | $720-73.3% | $5,377-96.4% | $348-44.8% |