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, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $58,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,255 | $48,277-66.3% | $63,517-74.4% | $55,191-70.5% |
| Participation rate | 67.2% | 69.4%-2.1pp | 71.0%-3.8pp | 69.2%-1.9pp |
| Annual return | -0.31% | 2.37%-2.7pp | -70.30%+70.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $378 | $1,592-76.2% | $2,322-83.7% | $1,899-80.1% |
| Participant deferral / active EE | $1,615 | $2,432-33.6% | $2,953-45.3% | $3,046-47.0% |
| Admin fee / account holder | $145 | $86+68.6% | $5,892-97.5% | $91+59.7% |