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 | $19,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,132 | $35,986-55.2% | $77,482-79.2% | $73,488-78.0% |
| Participation rate | 63.6% | 40.8%+22.8pp | 54.2%+9.5pp | 70.7%-7.0pp |
| Annual return | 11.04% | 19.26%-8.2pp | 54.79%-43.7pp | 28.51%-17.5pp |
| Employer contribution / active EE | $548 | $557-1.6% | $986-44.4% | $2,270-75.8% |
| Participant deferral / active EE | $949 | $1,198-20.8% | $1,861-49.0% | $3,740-74.6% |
| Admin fee / account holder | $158 | $466-66.1% | $2,858-94.5% | $513-69.3% |