See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC5 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $16,115 |
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 | $4,898 | $27,839-82.4% | $58,482-91.6% | $71,457-93.1% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 10.00% | 26.81%-16.8pp | 4239.32%-4229.3pp | 28.85%-18.9pp |
| Employer contribution / active EE | $343 | $631-45.6% | $1,053-67.5% | $2,588-86.8% |
| Participant deferral / active EE | $554 | $1,206-54.1% | $1,924-71.2% | $4,289-87.1% |
| Admin fee / account holder | $53 | $1,641-96.8% | $2,516-97.9% | $1,587-96.6% |