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, LLC5 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $100,760 |
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 | $21,554 | $53,165-59.5% | $86,188-75.0% | $74,419-71.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 15.21% | 22.64%-7.4pp | 1168.45%-1153.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $990 | $1,210-18.2% | $2,380-58.4% | $2,637-62.5% |
| Participant deferral / active EE | $1,645 | $3,234-49.1% | $3,985-58.7% | $4,528-63.7% |
| Admin fee / account holder | $134 | $551-75.6% | $6,852-98.0% | $348-61.4% |