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 | $47,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,524 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,584 | $56,443-3.3% | $83,848-34.9% | $55,725-2.0% |
| Participation rate | 97.7% | 72.0%+25.7pp | 76.1%+21.6pp | 70.9%+26.8pp |
| Annual return | -4.56% | 393.67%-398.2pp | 850.88%-855.4pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,422 | $2,682-9.7% | $3,631-33.3% | $2,078+16.6% |
| Participant deferral / active EE | $8,619 | $2,965+190.7% | $4,082+111.2% | $3,356+156.8% |
| Admin fee / account holder | $7 | $156-95.6% | $5,478-99.9% | $115-94.0% |