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, LLC5 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $18,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,430 | $26,549-34.3% | $61,373-71.6% | $66,914-74.0% |
| Participation rate | 74.0% | 38.1%+35.9pp | 52.6%+21.4pp | 69.8%+4.2pp |
| Annual return | -14.64% | -16.21%+1.6pp | 338.61%-353.2pp | 1.58%-16.2pp |
| Employer contribution / active EE | $513 | $651-21.2% | $1,159-55.7% | $2,544-79.8% |
| Participant deferral / active EE | $1,572 | $1,338+17.5% | $2,125-26.0% | $4,237-62.9% |
| Admin fee / account holder | $190 | $409-53.6% | $2,130-91.1% | $593-68.0% |