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) | $39,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,587 | $100,923+12.5% | $150,045-24.3% | $74,304+52.9% |
| Participation rate | 94.1% | 70.1%+24.0pp | 82.3%+11.7pp | 60.3%+33.7pp |
| Annual return | 18.70% | 51.77%-33.1pp | 62.55%-43.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $4,057 | $3,463+17.1% | $4,693-13.6% | $2,241+81.0% |
| Participant deferral / active EE | $6,597 | $6,709-1.7% | $7,997-17.5% | $3,767+75.1% |
| Admin fee / account holder | $286 | $2,767-89.7% | $13,435-97.9% | $2,969-90.4% |