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 | $17,607 |
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 | $11,993 | $28,109-57.3% | $71,086-83.1% | $56,287-78.7% |
| Participation rate | 70.1% | 40.4%+29.7pp | 54.7%+15.5pp | 69.9%+0.3pp |
| Annual return | -2.80% | -615.05%+612.3pp | 650.59%-653.4pp | -9.96%+7.2pp |
| Employer contribution / active EE | $319 | $558-42.8% | $1,088-70.7% | $2,111-84.9% |
| Participant deferral / active EE | $1,150 | $1,116+3.1% | $1,874-38.7% | $3,350-65.7% |
| Admin fee / account holder | $143 | $585-75.5% | $3,082-95.4% | $521-72.5% |