See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC7 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $56,094 |
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 | $15,220 | $29,548-48.5% | $56,411-73.0% | $77,643-80.4% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 10.07% | 19.01%-8.9pp | 1701.33%-1691.3pp | 31.24%-21.2pp |
| Employer contribution / active EE | $735 | $568+29.5% | $1,039-29.2% | $2,726-73.0% |
| Participant deferral / active EE | $1,717 | $1,061+61.8% | $1,952-12.1% | $4,647-63.1% |
| Admin fee / account holder | $136 | $1,046-87.0% | $2,829-95.2% | $430-68.4% |