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, LLC2 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $45,803 |
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 | $12,971 | $25,302-48.7% | $74,701-82.6% | $67,579-80.8% |
| Participation rate | 77.8% | 37.8%+39.9pp | 54.5%+23.3pp | 71.3%+6.5pp |
| Annual return | 19.85% | 10291.17%-10271.3pp | 752.92%-733.1pp | 378.56%-358.7pp |
| Employer contribution / active EE | $541 | $446+21.1% | $1,084-50.1% | $2,148-74.8% |
| Participant deferral / active EE | $1,250 | $954+31.0% | $1,964-36.3% | $3,539-64.7% |
| Admin fee / account holder | $115 | $108+6.6% | $3,333-96.6% | $142-19.3% |