See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $16,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,137 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,425 | $76,050-53.4% | $96,544-63.3% | $71,457-50.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.51% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,117 | $2,244+38.9% | $2,965+5.1% | $2,588+20.4% |
| Participant deferral / active EE | $3,176 | $4,215-24.7% | $4,851-34.5% | $4,289-25.9% |
| Admin fee / account holder | $52 | $2,707-98.1% | $8,252-99.4% | $1,587-96.8% |