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 | $48,391 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $31,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,368 | $71,142-44.7% | $119,609-67.1% | $64,808-39.3% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.3%+19.8pp | 71.5%+27.6pp |
| Annual return | -13.67% | -10.01%-3.7pp | -14.97%+1.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,637 | $2,497-34.5% | $4,232-61.3% | $2,506-34.7% |
| Participant deferral / active EE | $4,741 | $4,490+5.6% | $5,602-15.4% | $4,310+10.0% |
| Admin fee / account holder | $235 | $162+45.1% | $10,323-97.7% | $188+25.3% |