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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $38,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,127 | $61,058+6.7% | $71,209-8.5% | $85,563-23.9% |
| Participation rate | 40.1% | 58.6%-18.5pp | 73.8%-33.7pp | 66.0%-25.9pp |
| Annual return | 23.52% | 100.41%-76.9pp | 282.51%-259.0pp | 31.51%-8.0pp |
| Employer contribution / active EE | $1,700 | $2,199-22.7% | $2,721-37.5% | $2,654-36.0% |
| Participant deferral / active EE | $3,003 | $3,173-5.3% | $4,175-28.1% | $4,375-31.4% |
| Admin fee / account holder | $334 | $855-61.0% | $5,349-93.8% | $834-60.0% |