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 9-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) | $83,705 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,508 | $100,923+66.0% | $150,045+11.6% | $74,304+125.4% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.3%+0.2pp | 60.3%+22.2pp |
| Annual return | 17.52% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $5,719 | $3,463+65.1% | $4,693+21.9% | $2,241+155.2% |
| Participant deferral / active EE | $11,535 | $6,709+71.9% | $7,997+44.2% | $3,767+206.2% |
| Admin fee / account holder | $390 | $2,767-85.9% | $13,435-97.1% | $2,969-86.9% |