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 | $7,217 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,121 | $40,522-97.2% | $84,611-98.7% | $67,579-98.3% |
| Participation rate | 87.3% | 51.1%+36.2pp | 68.2%+19.0pp | 71.3%+16.0pp |
| Annual return | 23.28% | 32.72%-9.4pp | 258.74%-235.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $414 | $2,132-80.6% | $3,899-89.4% | $3,539-88.3% |
| Admin fee / account holder | $14 | $145-90.5% | $4,912-99.7% | $142-90.3% |