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) | $29,907 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,561 | $46,292-55.6% | $143,757-85.7% | $64,808-68.3% |
| Participation rate | 42.9% | 64.2%-21.3pp | 80.3%-37.4pp | 71.5%-28.6pp |
| Annual return | -17.25% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $712 | $1,910-62.7% | $4,951-85.6% | $2,506-71.6% |
| Participant deferral / active EE | $1,364 | $2,646-48.4% | $5,637-75.8% | $4,310-68.4% |
| Admin fee / account holder | $212 | $154+37.6% | $14,673-98.6% | $188+12.7% |