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 | $255,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,609 | $50,815-22.1% | $155,509-74.5% | $77,643-49.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.09% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,709 | $1,993+35.9% | $4,672-42.0% | $2,726-0.6% |
| Participant deferral / active EE | $6,445 | $2,822+128.4% | $5,626+14.6% | $4,647+38.7% |
| Admin fee / account holder | $241 | $437-44.9% | $15,912-98.5% | $430-44.1% |