See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC7 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $24,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,177 | $34,934-33.7% | $56,411-58.9% | $74,495-68.9% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 8.51% | 25.94%-17.4pp | 1701.33%-1692.8pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $758 | $609+24.4% | $1,039-27.1% | $2,623-71.1% |
| Participant deferral / active EE | $2,126 | $1,170+81.6% | $1,952+8.9% | $4,346-51.1% |
| Admin fee / account holder | $142 | $2,364-94.0% | $2,829-95.0% | $1,942-92.7% |