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 | $26,640 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $21,125 |
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 | $94,947 | $91,190+4.1% | $178,490-46.8% | $79,858+18.9% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.2pp |
| Annual return | 17.93% | 24.19%-6.3pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,011 | $3,256-38.2% | $5,011-59.9% | $2,471-18.6% |
| Participant deferral / active EE | $4,905 | $3,236+51.6% | $5,202-5.7% | $3,740+31.1% |
| Admin fee / account holder | $266 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |