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, LLC3 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $114,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,117 | $52,293-42.4% | $178,490-83.1% | $73,409-59.0% |
| Participation rate | 68.9% | 65.3%+3.5pp | 81.9%-13.0pp | 72.2%-3.3pp |
| Annual return | 15.84% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,499 | $1,735-13.6% | $5,011-70.1% | $2,234-32.9% |
| Participant deferral / active EE | $3,511 | $2,332+50.6% | $5,202-32.5% | $3,805-7.7% |
| Admin fee / account holder | $182 | $127+42.9% | $13,984-98.7% | $158+15.2% |