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 6-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 WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $95,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,969 | $89,588+26.1% | $136,007-16.9% | $77,671+45.4% |
| Participation rate | 97.3% | 74.3%+23.0pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 14.08% | 17.42%-3.3pp | 579.32%-565.2pp | 31.21%-17.1pp |
| Employer contribution / active EE | $9,009 | $3,491+158.1% | $4,215+113.7% | $2,726+230.4% |
| Participant deferral / active EE | $9,882 | $5,591+76.7% | $7,024+40.7% | $4,648+112.6% |
| Admin fee / account holder | $405 | $539-24.9% | $6,858-94.1% | $430-6.0% |