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 7-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 | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $725 | $31,679-97.7% | $74,701-99.0% | $65,185-98.9% |
| Participation rate | 63.3% | 40.4%+23.0pp | 54.5%+8.9pp | 70.2%-6.9pp |
| Annual return | 0.00% | 39.04%-39.0pp | 752.92%-752.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $169 | $566-70.2% | $1,084-84.4% | $2,177-92.2% |
| Participant deferral / active EE | $281 | $1,191-76.4% | $1,964-85.7% | $3,514-92.0% |
| Admin fee / account holder | $0 | $379-100.0% | $3,333-100.0% | $847-100.0% |