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 | $47,105+67.6% | $68,368+15.5% | $67,986+16.1% |
| Participation rate | 81.0% | 51.8%+29.2pp | 73.8%+7.2pp | 57.2%+23.8pp |
| Annual return | 17.53% | 48.37%-30.8pp | 292.57%-275.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $4,030 | $1,859+116.8% | $2,649+52.1% | $2,019+99.6% |
| Participant deferral / active EE | $6,778 | $2,374+185.5% | $4,123+64.4% | $3,358+101.9% |
| Admin fee / account holder | $255 | $2,435-89.5% | $5,150-95.0% | $3,203-92.0% |