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, LLC7 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $64,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,275 | $59,417-13.7% | $93,606-45.2% | $74,495-31.2% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 10.15% | 81.83%-71.7pp | 133.20%-123.0pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,479 | $1,264+17.0% | $2,420-38.9% | $2,623-43.6% |
| Participant deferral / active EE | $3,413 | $3,050+11.9% | $4,411-22.6% | $4,346-21.5% |
| Admin fee / account holder | $421 | $3,021-86.1% | $8,285-94.9% | $1,942-78.3% |