See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 99 · EIN 39-2018056 | Other Fees | $18,503 |
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 | $36,180 | $79,171-54.3% | $102,423-64.7% | $74,495-51.4% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.94% | 54.93%-39.0pp | 29.32%-13.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $4,359 | $2,362+84.5% | $3,023+44.2% | $2,623+66.2% |
| Participant deferral / active EE | $8,759 | $4,415+98.4% | $5,053+73.4% | $4,346+101.6% |
| Admin fee / account holder | $403 | $2,001-79.9% | $9,451-95.7% | $1,942-79.3% |