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 year Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $126,819 |
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 | $21,945 | $56,443-61.1% | $83,848-73.8% | $55,725-60.6% |
| Participation rate | 99.5% | 72.0%+27.5pp | 76.1%+23.3pp | 70.9%+28.6pp |
| Annual return | -4.64% | 393.67%-398.3pp | 850.88%-855.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,037 | $2,682-24.0% | $3,631-43.9% | $2,078-2.0% |
| Participant deferral / active EE | $2,050 | $2,965-30.9% | $4,082-49.8% | $3,356-38.9% |
| Admin fee / account holder | $149 | $156-4.8% | $5,478-97.3% | $115+29.1% |