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 | $59,994 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $41,797 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,433 | $89,436-42.5% | $164,813-68.8% | $77,643-33.8% |
| Participation rate | 91.9% | 78.6%+13.2pp | 78.6%+13.3pp | 70.6%+21.3pp |
| Annual return | 14.09% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,638 | $2,569-36.2% | $4,341-62.3% | $2,726-39.9% |
| Participant deferral / active EE | $4,933 | $4,897+0.7% | $6,031-18.2% | $4,647+6.1% |
| Admin fee / account holder | $264 | $339-22.1% | $12,690-97.9% | $430-38.6% |