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, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $26,045 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,820 | $39,245-41.9% | $64,105-64.4% | $52,331-56.4% |
| Participation rate | 77.0% | 58.2%+18.8pp | 68.2%+8.8pp | 68.1%+8.9pp |
| Annual return | -1.77% | 14.79%-16.6pp | 791.24%-793.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $853 | $736+15.9% | $1,820-53.1% | $1,882-54.6% |
| Participant deferral / active EE | $1,730 | $1,992-13.1% | $2,822-38.7% | $3,022-42.8% |
| Admin fee / account holder | $250 | $592-57.7% | $4,499-94.4% | $592-57.7% |