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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,070 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 52-2114207 | Advisory (Plan) | $17,171 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $10,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,454 | $78,419-56.1% | $133,956-74.3% | $73,409-53.1% |
| Participation rate | 98.3% | 78.6%+19.7pp | 79.8%+18.4pp | 72.2%+26.1pp |
| Annual return | 13.73% | 33.35%-19.6pp | 45.09%-31.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,687 | $2,044-17.4% | $3,919-56.9% | $2,234-24.5% |
| Participant deferral / active EE | $4,430 | $3,925+12.9% | $5,048-12.2% | $3,805+16.4% |
| Admin fee / account holder | $207 | $161+28.2% | $8,927-97.7% | $158+31.0% |