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 year Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $75,636 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,319 | $40,174-54.4% | $84,015-78.2% | $67,579-72.9% |
| Participation rate | 83.9% | 62.7%+21.2pp | 69.0%+14.9pp | 71.3%+12.6pp |
| Annual return | 19.85% | 25.82%-6.0pp | 71.31%-51.5pp | 378.56%-358.7pp |
| Employer contribution / active EE | $891 | $808+10.3% | $1,983-55.1% | $2,148-58.5% |
| Participant deferral / active EE | $1,564 | $2,301-32.0% | $3,239-51.7% | $3,539-55.8% |
| Admin fee / account holder | $111 | $128-13.2% | $6,101-98.2% | $142-21.7% |