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 Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $24,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,192 | $28,416-53.6% | $73,545-82.1% | $69,631-81.1% |
| Participation rate | 65.2% | 38.3%+26.8pp | 54.9%+10.2pp | 70.7%-5.5pp |
| Annual return | 12.62% | -694.13%+706.8pp | -15.16%+27.8pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $200 | $430-53.5% | $1,219-83.6% | $2,032-90.2% |
| Participant deferral / active EE | $800 | $897-10.8% | $1,806-55.7% | $3,224-75.2% |
| Admin fee / account holder | $95 | $104-8.8% | $2,320-95.9% | $110-13.8% |