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 year Service code 15 12O FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $11,982 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,959 | $28,109-78.8% | $71,086-91.6% | $56,287-89.4% |
| Participation rate | 95.2% | 40.4%+54.8pp | 54.7%+40.6pp | 69.9%+25.4pp |
| Annual return | -6.60% | -615.05%+608.5pp | 650.59%-657.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $309 | $558-44.6% | $1,088-71.6% | $2,111-85.4% |
| Participant deferral / active EE | $1,419 | $1,116+27.2% | $1,874-24.3% | $3,350-57.6% |
| Admin fee / account holder | $70 | $585-87.9% | $3,082-97.7% | $521-86.5% |