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 27 · EIN 52-2114207 | Advisory (Plan) | $5,401 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 61 · EIN 39-2018056 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,593 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,527 | $106,028-23.1% | $146,958-44.5% | $77,643+5.0% |
| Participation rate | 78.7% | 78.4%+0.3pp | 82.2%-3.5pp | 70.6%+8.1pp |
| Annual return | 12.17% | 56.73%-44.6pp | 418.34%-406.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,301 | $4,063-68.0% | $4,933-73.6% | $2,726-52.3% |
| Participant deferral / active EE | $4,097 | $7,990-48.7% | $8,070-49.2% | $4,647-11.8% |
| Admin fee / account holder | $7 | $337-97.9% | $12,998-99.9% | $430-98.4% |