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, LLC3 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $48,988 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,366 | $29,369-51.1% | $77,482-81.5% | $73,409-80.4% |
| Participation rate | 86.2% | 37.9%+48.3pp | 54.2%+32.0pp | 72.2%+14.0pp |
| Annual return | 10.77% | 358.15%-347.4pp | 54.79%-44.0pp | 59.29%-48.5pp |
| Employer contribution / active EE | $282 | $406-30.6% | $986-71.4% | $2,234-87.4% |
| Participant deferral / active EE | $691 | $941-26.5% | $1,861-62.9% | $3,805-81.8% |
| Admin fee / account holder | $123 | $1230% | $2,858-95.7% | $158-22.2% |