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 | $4,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,854 | $26,549-78.0% | $61,373-90.5% | $66,914-91.3% |
| Participation rate | 22.0% | 38.1%-16.1pp | 52.6%-30.6pp | 69.8%-47.8pp |
| Annual return | -15.11% | -16.21%+1.1pp | 338.61%-353.7pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $339 | $1,338-74.6% | $2,125-84.0% | $4,237-92.0% |
| Admin fee / account holder | $93 | $409-77.1% | $2,130-95.6% | $593-84.3% |