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, LLC6 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $50,922 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,728 | $26,114-47.4% | $58,482-76.5% | $74,419-81.6% |
| Participation rate | 100.0% | 32.1%+67.9pp | 50.9%+49.1pp | 70.7%+29.3pp |
| Annual return | 14.22% | 32.51%-18.3pp | 4239.32%-4225.1pp | 34.38%-20.2pp |
| Employer contribution / active EE | $614 | $536+14.7% | $1,053-41.7% | $2,637-76.7% |
| Participant deferral / active EE | $1,340 | $1,075+24.7% | $1,924-30.3% | $4,528-70.4% |
| Admin fee / account holder | $121 | $649-81.3% | $2,516-95.2% | $348-65.1% |