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, LLC3 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $150,666 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,494 | $91,517-70.0% | $101,248-72.8% | $73,409-62.5% |
| Participation rate | 99.6% | 73.8%+25.8pp | 75.8%+23.8pp | 72.2%+27.4pp |
| Annual return | 9.84% | 17.17%-7.3pp | 46.47%-36.6pp | 59.29%-49.5pp |
| Employer contribution / active EE | $2,754 | $2,877-4.3% | $3,660-24.7% | $2,234+23.3% |
| Participant deferral / active EE | $2,789 | $3,338-16.4% | $4,370-36.2% | $3,805-26.7% |
| Admin fee / account holder | $163 | $216-24.7% | $5,945-97.3% | $158+2.9% |