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) | $88,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,279 |
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 | $91,180 | $92,971-1.9% | $96,683-5.7% | $74,419+22.5% |
| Participation rate | 92.1% | 71.5%+20.6pp | 74.3%+17.8pp | 70.7%+21.4pp |
| Annual return | 21.46% | 37.49%-16.0pp | 35.69%-14.2pp | 34.38%-12.9pp |
| Employer contribution / active EE | $5,208 | $3,426+52.0% | $3,737+39.4% | $2,637+97.5% |
| Participant deferral / active EE | $12,666 | $3,970+219.0% | $4,878+159.6% | $4,528+179.7% |
| Admin fee / account holder | $262 | $633-58.7% | $6,730-96.1% | $348-24.8% |