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 | $48,601 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,141 | $45,031+62.4% | $84,966-13.9% | $77,643-5.8% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 15.24% | 79.22%-64.0pp | 66.38%-51.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,175 | $1,609+35.2% | $2,727-20.2% | $2,726-20.2% |
| Participant deferral / active EE | $5,886 | $2,807+109.7% | $4,519+30.2% | $4,647+26.7% |
| Admin fee / account holder | $232 | $912-74.5% | $6,149-96.2% | $430-46.1% |