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, LLC3 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $6,653 |
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 | $8,102 | $27,839-70.9% | $58,482-86.1% | $71,457-88.7% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 21.61% | 26.81%-5.2pp | 4239.32%-4217.7pp | 28.85%-7.2pp |
| Employer contribution / active EE | $614 | $631-2.7% | $1,053-41.7% | $2,588-76.3% |
| Participant deferral / active EE | $1,534 | $1,206+27.2% | $1,924-20.3% | $4,289-64.2% |
| Admin fee / account holder | $42 | $1,641-97.4% | $2,516-98.3% | $1,587-97.3% |