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, LLC5 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $119,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,429 | $106,236-74.2% | $112,228-75.6% | $64,808-57.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.83% | -6.02%-6.8pp | 27.45%-40.3pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,280 | $3,166-28.0% | $3,635-37.3% | $2,506-9.0% |
| Participant deferral / active EE | $2,377 | $3,785-37.2% | $4,728-49.7% | $4,310-44.8% |
| Admin fee / account holder | $172 | $452-62.0% | $6,410-97.3% | $188-8.5% |