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 Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $140,706 |
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 | $25,452 | $66,601-61.8% | $92,893-72.6% | $67,579-62.3% |
| Participation rate | 98.4% | 72.5%+25.9pp | 76.0%+22.4pp | 71.3%+27.1pp |
| Annual return | 24.85% | 92.58%-67.7pp | 109.41%-84.6pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,169 | $2,775-21.9% | $3,653-40.6% | $2,148+1.0% |
| Participant deferral / active EE | $2,074 | $3,157-34.3% | $4,236-51.0% | $3,539-41.4% |
| Admin fee / account holder | $146 | $199-26.8% | $5,794-97.5% | $142+2.4% |