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 |
|---|---|---|
IR+M COLLECTIVE INVESTMENT2 years Filed as: COLLECTIVE WEALTH PARTNERS Service code 27 1100 PEACHTREE ST NE · ATLANTA, GA 30309 | Advisory (Plan) | $40,626 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,946 | $56,317+40.2% | $71,209+10.9% | $74,304+6.2% |
| Participation rate | 81.0% | 55.1%+25.9pp | 73.8%+7.2pp | 60.3%+20.7pp |
| Annual return | 17.53% | 42.83%-25.3pp | 282.51%-265.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $4,030 | $2,160+86.6% | $2,721+48.1% | $2,241+79.8% |
| Participant deferral / active EE | $6,778 | $2,788+143.1% | $4,175+62.3% | $3,767+79.9% |
| Admin fee / account holder | $255 | $2,290-88.8% | $5,349-95.2% | $2,969-91.4% |