Filed March 2, 2022
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 | $30,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,647 |
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 | $172,101 | $89,652+92.0% | $141,162+21.9% | $65,185+164.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 28.24% | 32.79%-4.6pp | 71.39%-43.2pp | 29.38%-1.1pp |
| Employer contribution / active EE | $8,672 | $3,065+183.0% | $4,735+83.2% | $2,177+298.4% |
| Participant deferral / active EE | $13,612 | $5,691+139.2% | $6,709+102.9% | $3,514+287.4% |
| Admin fee / account holder | -$62 | $569-111.0% | $10,261-100.6% | $847-107.4% |