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 INVESTMENT Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $41,490 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $15,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,502 | $101,317+31.8% | $146,958-9.2% | $74,495+79.2% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 16.42% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,975 | $3,810+56.8% | $4,933+21.1% | $2,623+127.8% |
| Participant deferral / active EE | $6,368 | $7,303-12.8% | $8,070-21.1% | $4,346+46.5% |
| Admin fee / account holder | $565 | $1,739-67.5% | $12,998-95.7% | $1,942-70.9% |