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 | $34,840 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $20,226 |
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 | $80,198 | $80,724-0.7% | $103,333-22.4% | $74,495+7.7% |
| Participation rate | 48.8% | 65.7%-16.8pp | 74.5%-25.7pp | 67.2%-18.4pp |
| Annual return | 12.27% | 27.56%-15.3pp | 24.88%-12.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,063 | $3,157-34.7% | $3,868-46.7% | $2,623-21.3% |
| Participant deferral / active EE | $3,991 | $3,860+3.4% | $5,057-21.1% | $4,346-8.2% |
| Admin fee / account holder | $463 | $2,368-80.5% | $8,355-94.5% | $1,942-76.2% |