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 13 · EIN 06-1050034 | Contract Administrator | $4,282 |
Filed as: NORTHWESTERN MUTUAL INV SVCS INC Service code 33 · EIN 52-2114207 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,139 | $59,186+8.4% | $76,768-16.5% | $56,287+14.0% |
| Participation rate | 85.3% | 75.2%+10.1pp | 77.0%+8.4pp | 69.9%+15.5pp |
| Annual return | -3.69% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $819 | $1,759-53.4% | $2,485-67.1% | $2,111-61.2% |
| Participant deferral / active EE | $4,440 | $3,255+36.4% | $3,852+15.3% | $3,350+32.6% |
| Admin fee / account holder | $38 | $489-92.2% | $6,675-99.4% | $521-92.7% |