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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,523 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,034 | $86,944+8.2% | $107,525-12.5% | $74,304+26.6% |
| Participation rate | 52.1% | 59.6%-7.5pp | 75.1%-23.0pp | 60.3%-8.3pp |
| Annual return | 15.12% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,497 | $2,757-9.4% | $3,754-33.5% | $2,241+11.4% |
| Participant deferral / active EE | $4,696 | $3,554+32.1% | $5,116-8.2% | $3,767+24.6% |
| Admin fee / account holder | $528 | $3,727-85.8% | $8,919-94.1% | $2,969-82.2% |