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 | $19,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,126 |
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 | $42,786 | $79,171-46.0% | $102,423-58.2% | $74,495-42.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.04% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,024 | $2,362+28.0% | $3,0230% | $2,623+15.3% |
| Participant deferral / active EE | $4,158 | $4,415-5.8% | $5,053-17.7% | $4,346-4.3% |
| Admin fee / account holder | $84 | $2,001-95.8% | $9,451-99.1% | $1,942-95.7% |