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, LLC5 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $165,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,158 | $46,292-34.9% | $143,757-79.0% | $64,808-53.5% |
| Participation rate | 87.1% | 64.2%+22.9pp | 80.3%+6.8pp | 71.5%+15.7pp |
| Annual return | -16.90% | -10.05%-6.8pp | -0.04%-16.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,748 | $1,910-8.5% | $4,951-64.7% | $2,506-30.2% |
| Participant deferral / active EE | $4,175 | $2,646+57.8% | $5,637-25.9% | $4,310-3.1% |
| Admin fee / account holder | $214 | $154+38.9% | $14,673-98.5% | $188+13.7% |