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 INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $23,041 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,542 | $75,284-14.3% | $91,001-29.1% | $69,631-7.3% |
| Participation rate | 44.9% | 80.4%-35.5pp | 75.6%-30.7pp | 70.7%-25.8pp |
| Annual return | 15.64% | 48.40%-32.8pp | 4.60%+11.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $729 | $2,473-70.5% | $2,456-70.3% | $2,032-64.1% |
| Participant deferral / active EE | $2,267 | $3,700-38.7% | $3,547-36.1% | $3,224-29.7% |
| Admin fee / account holder | $27 | $111-75.9% | $5,417-99.5% | $110-75.9% |