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 | $30,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,854 | $30,086-57.3% | $61,373-79.1% | $64,808-80.2% |
| Participation rate | 53.6% | 36.4%+17.2pp | 52.6%+1.0pp | 71.5%-17.9pp |
| Annual return | -15.55% | -13.99%-1.6pp | 338.61%-354.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $352 | $536-34.4% | $1,159-69.6% | $2,506-86.0% |
| Participant deferral / active EE | $1,075 | $1,126-4.5% | $2,125-49.4% | $4,310-75.1% |
| Admin fee / account holder | $143 | $148-3.8% | $2,130-93.3% | $188-24.1% |