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 | $26,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
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 | $166,542 | $76,552+117.6% | $123,892+34.4% | $62,891+164.8% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 8.95% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,281 | $2,883-55.6% | $4,617-72.2% | $2,281-43.8% |
| Participant deferral / active EE | $10,300 | $4,840+112.8% | $5,984+72.1% | $3,203+221.6% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |