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 CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $98,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75,479 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,670 | $106,236-32.5% | $112,228-36.1% | $64,808+10.6% |
| Participation rate | 91.9% | 71.7%+20.2pp | 75.1%+16.9pp | 71.5%+20.4pp |
| Annual return | -17.82% | -6.02%-11.8pp | 27.45%-45.3pp | 32.82%-50.6pp |
| Employer contribution / active EE | $4,580 | $3,166+44.7% | $3,635+26.0% | $2,506+82.8% |
| Participant deferral / active EE | $10,749 | $3,785+184.0% | $4,728+127.3% | $4,310+149.4% |
| Admin fee / account holder | $298 | $452-34.0% | $6,410-95.4% | $188+58.7% |