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 | $101,499-44.5% | $147,005-61.7% | $74,546-24.5% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 16.17% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $916 | $3,811-76.0% | $4,934-81.4% | $2,624-65.1% |
| Participant deferral / active EE | $6,140 | $7,304-15.9% | $8,070-23.9% | $4,347+41.2% |
| Admin fee / account holder | $225 | $1,748-87.1% | $13,006-98.3% | $1,944-88.4% |