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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $50,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,855 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,419 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,909 | $54,193+51.1% | $93,606-12.5% | $77,643+5.5% |
| Participation rate | 58.5% | 63.9%-5.5pp | 68.7%-10.3pp | 70.6%-12.1pp |
| Annual return | 12.72% | 30.54%-17.8pp | 133.20%-120.5pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,072 | $1,168+77.4% | $2,420-14.4% | $2,726-24.0% |
| Participant deferral / active EE | $4,560 | $3,144+45.1% | $4,411+3.4% | $4,647-1.9% |
| Admin fee / account holder | $282 | $576-51.0% | $8,285-96.6% | $430-34.5% |