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, LLC4 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $20,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,984 | $39,286-49.1% | $80,716-75.2% | $79,386-74.8% |
| Participation rate | 66.4% | 41.0%+25.5pp | 54.2%+12.3pp | 70.7%-4.3pp |
| Annual return | 9.86% | 98.95%-89.1pp | 87.28%-77.4pp | 116.85%-107.0pp |
| Employer contribution / active EE | $451 | $594-24.1% | $1,160-61.1% | $2,427-81.4% |
| Participant deferral / active EE | $1,143 | $1,264-9.5% | $2,146-46.7% | $4,046-71.7% |
| Admin fee / account holder | $189 | $647-70.9% | $3,380-94.4% | $626-69.9% |