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) | $22,926 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,779 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,306 | $101,317-44.4% | $146,958-61.7% | $74,495-24.4% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 16.17% | 8730.91%-8714.7pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $916 | $3,810-76.0% | $4,933-81.4% | $2,623-65.1% |
| Participant deferral / active EE | $6,140 | $7,303-15.9% | $8,070-23.9% | $4,346+41.3% |
| Admin fee / account holder | $225 | $1,739-87.1% | $12,998-98.3% | $1,942-88.4% |