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, LLC5 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $23,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,267 | $26,549-31.2% | $61,373-70.2% | $66,914-72.7% |
| Participation rate | 64.5% | 38.1%+26.4pp | 52.6%+11.9pp | 69.8%-5.3pp |
| Annual return | -16.89% | -16.21%-0.7pp | 338.61%-355.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $519 | $651-20.3% | $1,159-55.2% | $2,544-79.6% |
| Participant deferral / active EE | $1,496 | $1,338+11.8% | $2,125-29.6% | $4,237-64.7% |
| Admin fee / account holder | $130 | $409-68.3% | $2,130-93.9% | $593-78.2% |