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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 61 · EIN 52-2114207 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,788 | $52,884-7.7% | $84,750-42.4% | $55,167-11.6% |
| Participation rate | 39.0% | 67.5%-28.5pp | 76.6%-37.6pp | 69.0%-30.0pp |
| Annual return | 12.12% | 18.03%-5.9pp | 22.78%-10.7pp | 169.23%-157.1pp |
| Employer contribution / active EE | $476 | $2,233-78.7% | $3,574-86.7% | $1,963-75.7% |
| Participant deferral / active EE | $1,455 | $2,644-44.9% | $3,712-60.8% | $3,054-52.3% |
| Admin fee / account holder | $24 | $581-95.9% | $5,332-99.6% | $504-95.2% |