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 | $103,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $27,879 | $56,503-50.7% | $70,092-60.2% | $64,808-57.0% |
| Participation rate | 42.6% | 70.5%-27.8pp | 70.5%-27.8pp | 71.5%-28.8pp |
| Annual return | -8.75% | -13.44%+4.7pp | 190.73%-199.5pp | 32.82%-41.6pp |
| Employer contribution / active EE | $436 | $2,046-78.7% | $2,559-83.0% | $2,506-82.6% |
| Participant deferral / active EE | $1,834 | $3,389-45.9% | $3,849-52.3% | $4,310-57.4% |
| Admin fee / account holder | $226 | $160+41.2% | $6,267-96.4% | $188+20.5% |