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, LLC7 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $144,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,973 | $82,917-57.8% | $103,333-66.2% | $77,643-55.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.03% | 19.13%-7.1pp | 24.88%-12.8pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,937 | $3,552-17.3% | $3,868-24.1% | $2,726+7.7% |
| Participant deferral / active EE | $2,553 | $4,108-37.9% | $5,057-49.5% | $4,647-45.1% |
| Admin fee / account holder | $204 | $638-68.1% | $8,355-97.6% | $430-52.7% |