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 Service code 27 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $80,000 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $58,427 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,966 | $66,601-2.5% | $92,893-30.1% | $67,579-3.9% |
| Participation rate | 77.7% | 72.5%+5.2pp | 76.0%+1.7pp | 71.3%+6.4pp |
| Annual return | 11.55% | 92.58%-81.0pp | 109.41%-97.9pp | 378.56%-367.0pp |
| Employer contribution / active EE | $1,293 | $2,775-53.4% | $3,653-64.6% | $2,148-39.8% |
| Participant deferral / active EE | $1,827 | $3,157-42.1% | $4,236-56.9% | $3,539-48.4% |
| Admin fee / account holder | $214 | $199+7.6% | $5,794-96.3% | $142+50.4% |