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 | $34,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
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 | $166,259 | $72,177+130.3% | $115,037+44.5% | $59,632+178.8% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | -0.55% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,492 | $2,841-47.5% | $4,608-67.6% | $2,203-32.3% |
| Participant deferral / active EE | $10,249 | $4,783+114.3% | $6,026+70.1% | $3,192+221.1% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |