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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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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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $11,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,525 |
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 | $54,745 | $104,607-47.7% | $96,544-43.3% | - |
| Participation rate | 86.9% | 76.2%+10.7pp | 76.0%+10.9pp | - |
| Annual return | 16.23% | 9.56%+6.7pp | 25.84%-9.6pp | - |
| Employer contribution / active EE | $842 | $2,147-60.8% | $2,965-71.6% | - |
| Participant deferral / active EE | $4,465 | $4,312+3.5% | $4,851-8.0% | - |
| Admin fee / account holder | $24 | $45,340-99.9% | $8,252-99.7% | - |