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 | $67,714 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $40,840 |
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 | $53,081 | $108,549-51.1% | $156,263-66.0% | $85,563-38.0% |
| Participation rate | 90.3% | 77.1%+13.2pp | 78.9%+11.4pp | 66.0%+24.4pp |
| Annual return | 14.00% | 21.79%-7.8pp | 59.47%-45.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,657 | $2,690-38.4% | $4,333-61.8% | $2,654-37.5% |
| Participant deferral / active EE | $4,837 | $4,800+0.8% | $6,158-21.5% | $4,375+10.5% |
| Admin fee / account holder | $276 | $650-57.5% | $14,255-98.1% | $834-66.9% |