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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $13,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,805 | $65,435-30.0% | $86,677-47.2% | $66,914-31.5% |
| Participation rate | 87.1% | 75.5%+11.7pp | 76.6%+10.6pp | 69.8%+17.3pp |
| Annual return | -14.51% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $593 | $2,153-72.5% | $2,836-79.1% | $2,544-76.7% |
| Participant deferral / active EE | $3,885 | $4,100-5.3% | $4,656-16.6% | $4,237-8.3% |
| Admin fee / account holder | $15 | $642-97.6% | $7,493-99.8% | $593-97.4% |