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 INVESTMENT SER Service code 55 · EIN 52-2114207 | Other Commissions | $5,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,592 | $46,745-45.3% | $60,547-57.7% | $52,331-51.1% |
| Participation rate | 30.0% | 58.6%-28.6pp | 68.0%-38.0pp | 68.1%-38.1pp |
| Annual return | 11.24% | 0.61%+10.6pp | 335.64%-324.4pp | 4.54%+6.7pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,052 | $2,145-50.9% | $3,328-68.4% | $3,022-65.2% |
| Admin fee / account holder | $3 | $537-99.5% | $4,536-99.9% | $592-99.5% |