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, LLC6 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $124,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,274 | $92,971-70.7% | $96,683-71.8% | $74,419-63.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 14.27% | 37.49%-23.2pp | 35.69%-21.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $2,870 | $3,426-16.2% | $3,737-23.2% | $2,637+8.8% |
| Participant deferral / active EE | $2,044 | $3,970-48.5% | $4,878-58.1% | $4,528-54.9% |
| Admin fee / account holder | $151 | $633-76.1% | $6,730-97.8% | $348-56.6% |