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 3-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+ years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $107,166 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,157 | $74,188-66.1% | $115,756-78.3% | $64,808-61.2% |
| Participation rate | 95.8% | 76.2%+19.6pp | 77.1%+18.7pp | 71.5%+24.3pp |
| Annual return | 28.99% | -11.81%+40.8pp | 143.14%-114.1pp | 32.82%-3.8pp |
| Employer contribution / active EE | $1,441 | $3,365-57.2% | $3,793-62.0% | $2,506-42.5% |
| Participant deferral / active EE | $2,346 | $5,294-55.7% | $6,254-62.5% | $4,310-45.6% |
| Admin fee / account holder | $147 | $148-1.2% | $8,124-98.2% | $188-22.0% |