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 | $11,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,669 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,974 | $75,388-77.5% | $123,544-86.3% | $55,725-69.5% |
| Participation rate | 81.7% | 75.7%+6.1pp | 82.3%-0.5pp | 70.9%+10.9pp |
| Annual return | -6.36% | 4.48%-10.8pp | 119.20%-125.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,240 | $3,063-26.9% | $4,628-51.6% | $2,078+7.8% |
| Participant deferral / active EE | $3,797 | $5,651-32.8% | $6,426-40.9% | $3,356+13.2% |
| Admin fee / account holder | $6 | $120-95.0% | $9,284-99.9% | $115-94.8% |