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 MUTAL INVESTMENT SERV Service code 55 | Other Commissions | $42,102 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,194 |
EDBERG & PERRY INC2 years Filed as: EDBERG PERRY, LLC Service code 49 | Other Services | $110 |
Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,237 | $65,061-47.4% | $143,757-76.2% | $66,914-48.8% |
| Participation rate | 79.5% | 65.2%+14.3pp | 80.3%-0.8pp | 69.8%+9.7pp |
| Annual return | -17.03% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,363 | $2,361-42.3% | $4,951-72.5% | $2,544-46.4% |
| Participant deferral / active EE | $2,336 | $2,919-20.0% | $5,637-58.6% | $4,237-44.9% |
| Admin fee / account holder | $298 | $502-40.7% | $14,673-98.0% | $593-49.8% |