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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,768 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $31,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,388 | $86,225-46.2% | $146,665-68.4% | $86,799-46.6% |
| Participation rate | 97.5% | 78.0%+19.5pp | 80.1%+17.4pp | 72.3%+25.2pp |
| Annual return | 17.97% | 31.23%-13.3pp | 22.74%-4.8pp | 97.91%-79.9pp |
| Employer contribution / active EE | $1,631 | $2,392-31.8% | $4,136-60.6% | $2,405-32.2% |
| Participant deferral / active EE | $4,809 | $4,245+13.3% | $5,506-12.7% | $4,131+16.4% |
| Admin fee / account holder | $261 | $195+33.7% | $10,280-97.5% | $170+54.0% |