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, LLC4 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $100,466 |
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 | $19,294 | $42,353-54.4% | $79,550-75.7% | $64,808-70.2% |
| Participation rate | 93.0% | 64.8%+28.3pp | 69.5%+23.5pp | 71.5%+21.5pp |
| Annual return | -16.24% | -12.24%-4.0pp | 0.16%-16.4pp | 32.82%-49.1pp |
| Employer contribution / active EE | $967 | $1,181-18.1% | $2,413-59.9% | $2,506-61.4% |
| Participant deferral / active EE | $1,655 | $3,170-47.8% | $3,985-58.5% | $4,310-61.6% |
| Admin fee / account holder | $137 | $160-14.0% | $6,832-98.0% | $188-26.9% |