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 | $22,228 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,881 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,625 | $59,417-58.6% | $93,606-73.7% | $74,495-66.9% |
| Participation rate | 94.1% | 59.7%+34.5pp | 68.7%+25.4pp | 67.2%+26.9pp |
| Annual return | 13.25% | 81.83%-68.6pp | 133.20%-119.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,487 | $1,264+17.7% | $2,420-38.5% | $2,623-43.3% |
| Participant deferral / active EE | $4,374 | $3,050+43.4% | $4,411-0.8% | $4,346+0.7% |
| Admin fee / account holder | $13 | $3,021-99.6% | $8,285-99.8% | $1,942-99.3% |