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 | $124,869 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,868 | $66,457-50.5% | $81,382-59.6% | $77,643-57.7% |
| Participation rate | 98.7% | 68.7%+30.0pp | 69.5%+29.2pp | 70.6%+28.2pp |
| Annual return | 10.42% | 15.93%-5.5pp | 24.73%-14.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $773 | $2,159-64.2% | $2,463-68.6% | $2,726-71.7% |
| Participant deferral / active EE | $3,574 | $3,679-2.8% | $3,883-7.9% | $4,647-23.1% |
| Admin fee / account holder | $237 | $583-59.2% | $5,768-95.9% | $430-44.8% |