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 | $52,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,487 |
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 | $64,223 | $66,601-3.6% | $92,893-30.9% | $67,579-5.0% |
| Participation rate | 87.0% | 72.5%+14.5pp | 76.0%+11.0pp | 71.3%+15.7pp |
| Annual return | 26.63% | 92.58%-65.9pp | 109.41%-82.8pp | 378.56%-351.9pp |
| Employer contribution / active EE | $2,343 | $2,775-15.6% | $3,653-35.9% | $2,148+9.1% |
| Participant deferral / active EE | $8,027 | $3,157+154.3% | $4,236+89.5% | $3,539+126.8% |
| Admin fee / account holder | $9 | $199-95.7% | $5,794-99.9% | $142-94.0% |