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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,331 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 61 · EIN 52-2114207 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,373 | $33,745+40.4% | $64,105-26.1% | $55,191-14.2% |
| Participation rate | 85.2% | 59.4%+25.9pp | 68.2%+17.1pp | 69.2%+16.1pp |
| Annual return | -0.51% | 4.95%-5.5pp | 791.24%-791.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $909 | $641+41.9% | $1,820-50.0% | $1,899-52.1% |
| Participant deferral / active EE | $2,925 | $1,929+51.6% | $2,822+3.7% | $3,046-4.0% |
| Admin fee / account holder | $22 | $94-76.8% | $4,499-99.5% | $91-75.9% |