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 MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $42,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,510 | $42,353+87.7% | $79,5500% | $64,808+22.7% |
| Participation rate | 67.1% | 64.8%+2.4pp | 69.5%-2.4pp | 71.5%-4.4pp |
| Annual return | -14.16% | -12.24%-1.9pp | 0.16%-14.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $3,096 | $1,181+162.3% | $2,413+28.3% | $2,506+23.6% |
| Participant deferral / active EE | $4,509 | $3,170+42.2% | $3,985+13.1% | $4,310+4.6% |
| Admin fee / account holder | $296 | $160+85.6% | $6,832-95.7% | $188+57.7% |