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 MANAGEME Service code 27 · EIN 39-2018056 611 E WISCONSIN AVE 6TH FLOOR · MILWAUKEE, WI 53202 | Advisory (Plan) | $5,920 |
Filed as: NORTHWESTERN MUTUAL INSURANCE SERVI Service code 49 · EIN 52-2114207 611 E WISCONSIN AVE 6TH FLOOR · MILWAUKEE, WI 53202 | Other Services | $15 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,540 | $197,825-14.8% | $155,790+8.2% | $125,391+34.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 6.96% | 86.74%-79.8pp | 71.54%-64.6pp | 282.22%-275.3pp |
| Employer contribution / active EE | $15,739 | $4,847+224.7% | $3,836+310.3% | $4,866+223.5% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $40,433 | $9,545+323.6% | $7,478+440.7% | $9,540+323.8% |