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 MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,012 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,926 | $101,724-10.6% | $164,813-44.8% | $80,856+12.5% |
| Participation rate | 91.0% | 71.8%+19.2pp | 78.6%+12.4pp | 67.6%+23.4pp |
| Annual return | 14.12% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,139 | $2,953-27.6% | $4,341-50.7% | $2,755-22.3% |
| Participant deferral / active EE | $5,389 | $4,477+20.4% | $6,031-10.6% | $4,296+25.5% |
| Admin fee / account holder | $310 | $8,227-96.2% | $12,690-97.6% | $6,918-95.5% |