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, LLC2+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $96,360 |
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 | $20,821 | $57,921-64.1% | $84,750-75.4% | $57,658-63.9% |
| Participation rate | 99.9% | 72.9%+26.9pp | 76.6%+23.3pp | 70.2%+29.6pp |
| Annual return | 6.64% | 10.24%-3.6pp | 22.78%-16.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,179 | $2,598-16.1% | $3,574-39.0% | $1,974+10.4% |
| Participant deferral / active EE | $2,157 | $2,742-21.3% | $3,712-41.9% | $3,061-29.5% |
| Admin fee / account holder | $129 | $130-0.4% | $5,332-97.6% | $95+36.6% |