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 | $29,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,077 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,194 | $107,662-77.5% | $159,436-84.8% | $106,520-77.3% |
| Participation rate | 41.8% | 69.4%-27.6pp | 82.8%-41.0pp | 71.3%-29.5pp |
| Annual return | 38.63% | 22.17%+16.5pp | 263.57%-224.9pp | 19.28%+19.3pp |
| Employer contribution / active EE | $209 | $2,741-92.4% | $4,829-95.7% | $2,840-92.6% |
| Participant deferral / active EE | $2,174 | $6,799-68.0% | $7,352-70.4% | $4,948-56.1% |
| Admin fee / account holder | $0 | $69-100.0% | $10,799-100.0% | $75-100.0% |