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, LLC2 years Service code 15 12O FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $12,421 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,433 | $31,679-79.7% | $74,701-91.4% | $65,185-90.1% |
| Participation rate | 88.9% | 40.4%+48.5pp | 54.5%+34.4pp | 70.2%+18.7pp |
| Annual return | 18.86% | 39.04%-20.2pp | 752.92%-734.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $147 | $566-74.0% | $1,084-86.4% | $2,177-93.2% |
| Participant deferral / active EE | $1,313 | $1,191+10.2% | $1,964-33.1% | $3,514-62.6% |
| Admin fee / account holder | $61 | $379-83.8% | $3,333-98.2% | $847-92.8% |