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, LLC2 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $82,944 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,028 | $64,286-68.8% | $90,951-78.0% | $73,409-72.7% |
| Participation rate | 87.7% | 63.6%+24.1pp | 69.0%+18.7pp | 72.2%+15.5pp |
| Annual return | 12.10% | 21.45%-9.4pp | 134.60%-122.5pp | 59.29%-47.2pp |
| Employer contribution / active EE | $795 | $895-11.1% | $2,122-62.5% | $2,234-64.4% |
| Participant deferral / active EE | $1,401 | $2,453-42.9% | $3,373-58.5% | $3,805-63.2% |
| Admin fee / account holder | $113 | $287-60.8% | $5,959-98.1% | $158-28.6% |