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 | $6,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,840 | $29,369-69.9% | $77,482-88.6% | $73,409-88.0% |
| Participation rate | 21.3% | 37.9%-16.6pp | 54.2%-32.9pp | 72.2%-50.9pp |
| Annual return | 602.55% | 358.15%+244.4pp | 54.79%+547.8pp | 59.29%+543.3pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $360 | $941-61.7% | $1,861-80.6% | $3,805-90.5% |
| Admin fee / account holder | $79 | $123-35.2% | $2,858-97.2% | $158-49.7% |