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, LLC4 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $148,223 |
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 | $35,500 | $78,275-54.6% | $109,143-67.5% | $86,799-59.1% |
| Participation rate | 95.9% | 73.8%+22.1pp | 75.9%+20.1pp | 72.3%+23.7pp |
| Annual return | 9.24% | 19.14%-9.9pp | 25.75%-16.5pp | 97.91%-88.7pp |
| Employer contribution / active EE | $3,507 | $3,105+12.9% | $3,722-5.8% | $2,405+45.8% |
| Participant deferral / active EE | $2,448 | $3,641-32.8% | $4,653-47.4% | $4,131-40.7% |
| Admin fee / account holder | $235 | $198+18.4% | $6,752-96.5% | $170+38.5% |