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) | $24,782 |
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 | $22,642 | $52,293-56.7% | $178,490-87.3% | $73,409-69.2% |
| Participation rate | 45.9% | 65.3%-19.4pp | 81.9%-36.0pp | 72.2%-26.2pp |
| Annual return | 20.24% | 34.75%-14.5pp | 151.07%-130.8pp | 59.29%-39.1pp |
| Employer contribution / active EE | $636 | $1,735-63.3% | $5,011-87.3% | $2,234-71.5% |
| Participant deferral / active EE | $1,204 | $2,332-48.4% | $5,202-76.9% | $3,805-68.4% |
| Admin fee / account holder | $193 | $127+51.4% | $13,984-98.6% | $158+22.1% |