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 Service code 26 · EIN 81-0752005 330 E. KILBOURN AVE. · MILWAUKEE, WA 53202 | Advisory (Participants) | $22,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,419 | $104,475-21.1% | $159,436-48.3% | $79,386+3.8% |
| Participation rate | 98.0% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.3pp |
| Annual return | 17.29% | 67.95%-50.7pp | 263.57%-246.3pp | 116.85%-99.6pp |
| Employer contribution / active EE | $3,495 | $3,417+2.3% | $4,829-27.6% | $2,427+44.0% |
| Participant deferral / active EE | $5,572 | $6,467-13.8% | $7,352-24.2% | $4,046+37.7% |
| Admin fee / account holder | $191 | $711-73.1% | $10,799-98.2% | $626-69.4% |