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, LLC5 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $53,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,852 | $30,086-60.6% | $61,373-80.7% | $64,808-81.7% |
| Participation rate | 79.1% | 36.4%+42.7pp | 52.6%+26.5pp | 71.5%+7.6pp |
| Annual return | -17.41% | -13.99%-3.4pp | 338.61%-356.0pp | 32.82%-50.2pp |
| Employer contribution / active EE | $429 | $536-20.0% | $1,159-63.0% | $2,506-82.9% |
| Participant deferral / active EE | $946 | $1,126-15.9% | $2,125-55.5% | $4,310-78.0% |
| Admin fee / account holder | $127 | $148-14.2% | $2,130-94.0% | $188-32.3% |