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) | $43,871 |
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 | $92,123 | $93,571-1.5% | $135,903-32.2% | $75,163+22.6% |
| Participation rate | 97.9% | 75.2%+22.8pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 19.80% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $3,938 | $3,537+11.4% | $4,856-18.9% | $2,670+47.5% |
| Participant deferral / active EE | $7,327 | $6,404+14.4% | $7,758-5.6% | $4,125+77.6% |
| Admin fee / account holder | $383 | $6,975-94.5% | $10,762-96.4% | $5,651-93.2% |