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) | $52,602 |
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 | $100,505 | $101,317-0.8% | $146,958-31.6% | $74,495+34.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 20.54% | 8730.91%-8710.4pp | 418.34%-397.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $4,024 | $3,810+5.6% | $4,933-18.4% | $2,623+53.4% |
| Participant deferral / active EE | $6,723 | $7,303-8.0% | $8,070-16.7% | $4,346+54.7% |
| Admin fee / account holder | $423 | $1,739-75.6% | $12,998-96.7% | $1,942-78.2% |