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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,143 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $35,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,054 | $91,517-22.4% | $101,248-29.8% | $73,409-3.2% |
| Participation rate | 91.5% | 73.8%+17.7pp | 75.8%+15.7pp | 72.2%+19.3pp |
| Annual return | 26.11% | 17.17%+8.9pp | 46.47%-20.4pp | 59.29%-33.2pp |
| Employer contribution / active EE | $2,466 | $2,877-14.3% | $3,660-32.6% | $2,234+10.4% |
| Participant deferral / active EE | $9,511 | $3,338+184.9% | $4,370+117.6% | $3,805+149.9% |
| Admin fee / account holder | $171 | $216-20.8% | $5,945-97.1% | $158+8.3% |