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 Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $106,696 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,661 | $50,956-55.5% | $96,562-76.5% | $86,799-73.9% |
| Participation rate | 96.9% | 65.2%+31.7pp | 69.8%+27.1pp | 72.3%+24.6pp |
| Annual return | 11.78% | 21.27%-9.5pp | 37.78%-26.0pp | 97.91%-86.1pp |
| Employer contribution / active EE | $975 | $1,111-12.2% | $2,356-58.6% | $2,405-59.5% |
| Participant deferral / active EE | $1,596 | $2,954-46.0% | $3,849-58.5% | $4,131-61.4% |
| Admin fee / account holder | $145 | $166-12.4% | $6,181-97.6% | $170-14.3% |