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 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $77,597 |
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 | $15,360 | $37,196-58.7% | $154,107-90.0% | $55,725-72.4% |
| Participation rate | 99.0% | 64.1%+35.0pp | 83.0%+16.0pp | 70.9%+28.2pp |
| Annual return | -4.30% | 1319.68%-1324.0pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,833 | $1,614+13.6% | $5,298-65.4% | $2,078-11.8% |
| Participant deferral / active EE | $3,979 | $2,068+92.4% | $5,081-21.7% | $3,356+18.6% |
| Admin fee / account holder | $118 | $102+16.1% | $13,411-99.1% | $115+2.4% |