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) | $19,347 |
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 | $19,617 | $46,173-57.5% | $170,442-88.5% | $69,631-71.8% |
| Participation rate | 37.7% | 63.9%-26.2pp | 83.6%-45.9pp | 70.7%-32.9pp |
| Annual return | 17.47% | 21.62%-4.1pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $452 | $1,610-71.9% | $5,433-91.7% | $2,032-77.8% |
| Participant deferral / active EE | $771 | $2,080-62.9% | $4,939-84.4% | $3,224-76.1% |
| Admin fee / account holder | $86 | $116-25.8% | $13,880-99.4% | $110-22.1% |