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, LLC6 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $110,417 |
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 | $21,903 | $54,193-59.6% | $93,606-76.6% | $77,643-71.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 10.90% | 30.54%-19.6pp | 133.20%-122.3pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,081 | $1,168-7.5% | $2,420-55.3% | $2,726-60.3% |
| Participant deferral / active EE | $1,746 | $3,144-44.5% | $4,411-60.4% | $4,647-62.4% |
| Admin fee / account holder | $147 | $576-74.4% | $8,285-98.2% | $430-65.8% |