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 10-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) | $37,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,910 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,988 | $89,436-32.9% | $164,813-63.6% | $77,643-22.7% |
| Participation rate | 87.3% | 78.6%+8.7pp | 78.6%+8.7pp | 70.6%+16.7pp |
| Annual return | 12.14% | 28.83%-16.7pp | 69.93%-57.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $916 | $2,569-64.3% | $4,341-78.9% | $2,726-66.4% |
| Participant deferral / active EE | $4,463 | $4,897-8.9% | $6,031-26.0% | $4,647-4.0% |
| Admin fee / account holder | $162 | $339-52.3% | $12,690-98.7% | $430-62.4% |