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 | $36,270 |
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 | $34,548 | $66,098-47.7% | $101,794-66.1% | $74,304-53.5% |
| Participation rate | 97.3% | 53.8%+43.5pp | 69.2%+28.1pp | 60.3%+36.9pp |
| Annual return | 20.87% | 19.59%+1.3pp | 30.53%-9.7pp | 29.43%-8.6pp |
| Employer contribution / active EE | $729 | $1,082-32.6% | $2,289-68.1% | $2,241-67.5% |
| Participant deferral / active EE | $4,527 | $2,781+62.8% | $4,084+10.8% | $3,767+20.2% |
| Admin fee / account holder | $45 | $4,146-98.9% | $8,777-99.5% | $2,969-98.5% |