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+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $31,443 |
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 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 | $14,739 | $22,714-35.1% | $59,496-75.2% | $55,191-73.3% |
| Participation rate | 35.4% | 37.5%-2.0pp | 54.6%-19.1pp | 69.2%-33.7pp |
| Annual return | -2.53% | -44.01%+41.5pp | 182.05%-184.6pp | 10.78%-13.3pp |
| Employer contribution / active EE | $237 | $418-43.4% | $1,153-79.5% | $1,899-87.5% |
| Participant deferral / active EE | $513 | $843-39.1% | $1,829-71.9% | $3,046-83.2% |
| Admin fee / account holder | $140 | $83+68.4% | $2,232-93.7% | $91+54.6% |