See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,166 |
Filed as: NORTHWESTERN MUTUAL WM Service code 26 · EIN 39-2018056 | Advisory (Participants) | $8,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,497 | $64,119+11.5% | $112,228-36.3% | $66,914+6.8% |
| Participation rate | 46.3% | 68.5%-22.2pp | 75.1%-28.8pp | 69.8%-23.5pp |
| Annual return | -12.08% | -13.81%+1.7pp | 27.45%-39.5pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,564 | $3,005-48.0% | $3,635-57.0% | $2,544-38.5% |
| Participant deferral / active EE | $3,356 | $3,693-9.1% | $4,728-29.0% | $4,237-20.8% |
| Admin fee / account holder | $127 | $625-79.7% | $6,410-98.0% | $593-78.6% |