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 Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $36,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,171 | $28,416-43.1% | $73,545-78.0% | $69,631-76.8% |
| Participation rate | 41.5% | 38.3%+3.1pp | 54.9%-13.5pp | 70.7%-29.2pp |
| Annual return | 14.60% | -694.13%+708.7pp | -15.16%+29.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $265 | $430-38.4% | $1,219-78.3% | $2,032-87.0% |
| Participant deferral / active EE | $567 | $897-36.8% | $1,806-68.6% | $3,224-82.4% |
| Admin fee / account holder | $138 | $104+32.4% | $2,320-94.0% | $110+25.1% |