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) | $22,132 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 | $19,506 | $62,928-69.0% | $172,739-88.7% | $67,579-71.1% |
| Participation rate | 45.5% | 64.5%-19.0pp | 82.6%-37.2pp | 71.3%-25.8pp |
| Annual return | 22.62% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $609 | $1,636-62.8% | $5,143-88.2% | $2,148-71.6% |
| Participant deferral / active EE | $1,098 | $2,145-48.8% | $5,198-78.9% | $3,539-69.0% |
| Admin fee / account holder | $180 | $167+7.9% | $13,954-98.7% | $142+26.4% |