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, LLC1 year Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $40,858 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,528 | $23,224-54.7% | $71,086-85.2% | $55,725-81.1% |
| Participation rate | 78.2% | 37.9%+40.4pp | 54.7%+23.6pp | 70.9%+7.4pp |
| Annual return | -7.55% | -2.87%-4.7pp | 650.59%-658.1pp | 244.93%-252.5pp |
| Employer contribution / active EE | $489 | $436+12.0% | $1,088-55.1% | $2,078-76.5% |
| Participant deferral / active EE | $1,117 | $929+20.2% | $1,874-40.4% | $3,356-66.7% |
| Admin fee / account holder | $106 | $118-10.5% | $3,082-96.6% | $115-8.3% |