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) | $30,413 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,084 | $47,126-53.1% | $149,673-85.2% | $74,419-70.3% |
| Participation rate | 43.0% | 63.4%-20.4pp | 78.8%-35.8pp | 70.7%-27.7pp |
| Annual return | 14.99% | 22.75%-7.8pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $695 | $1,905-63.5% | $4,818-85.6% | $2,637-73.7% |
| Participant deferral / active EE | $1,308 | $2,728-52.0% | $5,680-77.0% | $4,528-71.1% |
| Admin fee / account holder | $203 | $343-40.7% | $13,210-98.5% | $348-41.6% |