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 5-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, LLC1 year Service code 14 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Plan Administrator | $1,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,616 | $39,286-88.3% | $80,716-94.3% | $79,386-94.2% |
| Participation rate | 35.7% | 41.0%-5.2pp | 54.2%-18.4pp | 70.7%-35.0pp |
| Annual return | 145.16% | 98.95%+46.2pp | 87.28%+57.9pp | 116.85%+28.3pp |
| Employer contribution / active EE | $212 | $594-64.3% | $1,160-81.7% | $2,427-91.3% |
| Participant deferral / active EE | $597 | $1,264-52.8% | $2,146-72.2% | $4,046-85.2% |
| Admin fee / account holder | $13 | $647-98.1% | $3,380-99.6% | $626-98.0% |