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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $8,247 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $60,692 | $58,726+3.3% | $92,233-34.2% | $62,292-2.6% |
| Participation rate | 40.9% | 68.3%-27.5pp | 76.5%-35.6pp | 69.5%-28.7pp |
| Annual return | 17.91% | 43.62%-25.7pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $520 | $2,392-78.3% | $3,679-85.9% | $2,042-74.5% |
| Participant deferral / active EE | $1,634 | $2,766-40.9% | $3,897-58.1% | $3,169-48.4% |
| Admin fee / account holder | $19 | $556-96.6% | $5,194-99.6% | $479-96.1% |