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 WEALTH MANAGEME Service code 99 · EIN 39-2018056 | Other Fees | $22,730 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,401 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,569 | $54,701-53.3% | $86,188-70.3% | $71,457-64.2% |
| Participation rate | 88.3% | 60.1%+28.2pp | 69.0%+19.3pp | 67.9%+20.4pp |
| Annual return | 17.13% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,253 | $1,265-1.0% | $2,380-47.4% | $2,588-51.6% |
| Participant deferral / active EE | $3,688 | $3,108+18.7% | $3,985-7.5% | $4,289-14.0% |
| Admin fee / account holder | $7 | $1,922-99.6% | $6,852-99.9% | $1,587-99.6% |