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 Service code 26 · EIN 81-0752005 330 E. KILBOURN AVE. · MILWAUKEE, WA 53202 | Advisory (Participants) | $43,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,852 | $82,664-11.9% | $125,339-41.9% | $68,494+6.4% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,773 | $3,381+11.6% | $4,814-21.6% | $2,596+45.3% |
| Participant deferral / active EE | $6,852 | $6,110+12.1% | $7,446-8.0% | $4,027+70.1% |
| Admin fee / account holder | $395 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |