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 |
|---|---|---|
ASC TRUST, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $87,080 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,615 | $50,498-69.1% | $75,781-79.4% | $55,191-71.7% |
| Participation rate | 99.3% | 69.4%+29.9pp | 75.8%+23.5pp | 69.2%+30.2pp |
| Annual return | -2.25% | 1.80%-4.0pp | 9.68%-11.9pp | 10.78%-13.0pp |
| Employer contribution / active EE | $1,850 | $2,291-19.2% | $3,323-44.3% | $1,899-2.5% |
| Participant deferral / active EE | $1,977 | $2,589-23.7% | $3,651-45.9% | $3,046-35.1% |
| Admin fee / account holder | $106 | $123-14.2% | $5,299-98.0% | $91+16.3% |