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: ANCHOR INVESTMENT MANAGEMENT Service code 26 · EIN 57-1109708 3205 DEVINE ST · COLUMBIA, SC 29205 | Advisory (Participants) | $16,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,546 | $36,916-49.8% | $156,549-88.2% | $57,658-67.8% |
| Participation rate | 33.7% | 63.4%-29.8pp | 84.0%-50.4pp | 70.2%-36.6pp |
| Annual return | 7.33% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $502 | $1,571-68.0% | $5,501-90.9% | $1,974-74.6% |
| Participant deferral / active EE | $858 | $1,926-55.5% | $4,871-82.4% | $3,061-72.0% |
| Admin fee / account holder | $88 | $82+6.5% | $13,027-99.3% | $95-7.1% |