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, LLC6 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $17,222 |
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 | $10,736 | $34,934-69.3% | $56,411-81.0% | $74,495-85.6% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 8.92% | 25.94%-17.0pp | 1701.33%-1692.4pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $773 | $609+27.0% | $1,039-25.5% | $2,623-70.5% |
| Participant deferral / active EE | $1,032 | $1,170-11.8% | $1,952-47.1% | $4,346-76.2% |
| Admin fee / account holder | $120 | $2,364-94.9% | $2,829-95.7% | $1,942-93.8% |