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 13 · EIN 42-0127290 | Contract Administrator | $51,214 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $20,879 |
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 | $70,507 | $100,923-30.1% | $150,045-53.0% | $74,304-5.1% |
| Participation rate | 64.5% | 70.1%-5.5pp | 82.3%-17.8pp | 60.3%+4.2pp |
| Annual return | 15.94% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,878 | $3,463-16.9% | $4,693-38.7% | $2,241+28.4% |
| Participant deferral / active EE | $6,261 | $6,709-6.7% | $7,997-21.7% | $3,767+66.2% |
| Admin fee / account holder | $328 | $2,767-88.1% | $13,435-97.6% | $2,969-88.9% |