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 7-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 · EIN 52-2114207 | Other Commissions | $98,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,338 | $108,759-79.5% | $149,696-85.1% | $93,223-76.0% |
| Participation rate | 35.6% | 70.7%-35.1pp | 82.5%-46.9pp | 74.9%-39.3pp |
| Annual return | 51.64% | 19.53%+32.1pp | 276.60%-225.0pp | 19.29%+32.4pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $4,644-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $1,803 | $6,149-70.7% | $6,842-73.6% | $4,563-60.5% |
| Admin fee / account holder | $2 | $81-97.6% | $9,309-100.0% | $79-97.5% |