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 15 · EIN 13-3689044 | Recordkeeping | $23,331 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $14,678 |
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 | $69,888 | $52,953+32.0% | $172,739-59.5% | $65,185+7.2% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 22.42% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,753 | $2,190-19.9% | $5,143-65.9% | $2,177-19.4% |
| Participant deferral / active EE | $4,497 | $2,471+82.0% | $5,198-13.5% | $3,514+28.0% |
| Admin fee / account holder | $214 | $472-54.6% | $13,954-98.5% | $847-74.7% |