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 Service code 55 · EIN 39-2018056 | Other Commissions | $29,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $224 |
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 | $166,578 | $85,766+94.2% | $136,294+22.2% | $70,131+137.5% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 16.64% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,878 | $2,966-36.7% | $4,695-60.0% | $2,342-19.8% |
| Participant deferral / active EE | $11,943 | $5,051+136.4% | $6,247+91.2% | $3,332+258.5% |
| Admin fee / account holder | $2 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |