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, LLC3+ years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $141,786 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,146 | $89,588-65.2% | $136,007-77.1% | $77,643-59.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 10.47% | 17.42%-6.9pp | 579.32%-568.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,330 | $3,491-61.9% | $4,217-68.5% | $2,726-51.2% |
| Participant deferral / active EE | $2,216 | $5,591-60.4% | $7,025-68.4% | $4,647-52.3% |
| Admin fee / account holder | $167 | $539-69.0% | $6,858-97.6% | $430-61.2% |