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, LLC4 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $9,486 |
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 | $10,084 | $34,934-71.1% | $56,411-82.1% | $74,495-86.5% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 15.95% | 25.94%-10.0pp | 1701.33%-1685.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $638 | $609+4.8% | $1,039-38.5% | $2,623-75.7% |
| Participant deferral / active EE | $1,633 | $1,170+39.5% | $1,952-16.3% | $4,346-62.4% |
| Admin fee / account holder | $55 | $2,364-97.7% | $2,829-98.1% | $1,942-97.2% |