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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $37,494 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,871 | $75,183-56.3% | $123,892-73.5% | $55,167-40.4% |
| Participation rate | 77.3% | 72.8%+4.5pp | 81.4%-4.1pp | 69.0%+8.3pp |
| Annual return | 6.23% | 19.01%-12.8pp | 47.52%-41.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $539 | $2,823-80.9% | $4,617-88.3% | $1,963-72.5% |
| Participant deferral / active EE | $3,470 | $5,084-31.8% | $5,984-42.0% | $3,054+13.6% |
| Admin fee / account holder | $139 | $663-79.0% | $8,357-98.3% | $504-72.4% |