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) | $35,119 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years 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 | $25,403 | $50,815-50.0% | $155,509-83.7% | $77,643-67.3% |
| Participation rate | 46.6% | 63.1%-16.5pp | 78.2%-31.6pp | 70.6%-24.0pp |
| Annual return | 12.05% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $779 | $1,993-60.9% | $4,672-83.3% | $2,726-71.4% |
| Participant deferral / active EE | $1,511 | $2,822-46.5% | $5,626-73.1% | $4,647-67.5% |
| Admin fee / account holder | $241 | $437-44.9% | $15,912-98.5% | $430-44.1% |