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 | $109,640 |
Annual investment return 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 | $28,959 | $69,823-58.5% | $77,163-62.5% | $74,419-61.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 13.59% | 19.98%-6.4pp | 37.87%-24.3pp | 34.38%-20.8pp |
| Employer contribution / active EE | $839 | $2,150-61.0% | $2,535-66.9% | $2,637-68.2% |
| Participant deferral / active EE | $3,813 | $3,558+7.2% | $3,833-0.5% | $4,528-15.8% |
| Admin fee / account holder | $212 | $398-46.7% | $5,472-96.1% | $348-39.0% |