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 | $21,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,510 |
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 | $48,557 | $87,870-44.7% | $113,168-57.1% | $74,304-34.7% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 17.03% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.4pp |
| Employer contribution / active EE | $4,009 | $2,277+76.1% | $2,975+34.7% | $2,241+78.9% |
| Participant deferral / active EE | $4,507 | $4,241+6.3% | $5,107-11.7% | $3,767+19.6% |
| Admin fee / account holder | $56 | $3,368-98.3% | $12,068-99.5% | $2,969-98.1% |