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 14 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Plan Administrator | $20,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,174 | $28,416-67.7% | $73,545-87.5% | $69,631-86.8% |
| Participation rate | 43.2% | 38.3%+4.9pp | 54.9%-11.7pp | 70.7%-27.4pp |
| Annual return | 19.47% | -694.13%+713.6pp | -15.16%+34.6pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $420 | $430-2.4% | $1,219-65.5% | $2,032-79.3% |
| Participant deferral / active EE | $693 | $897-22.7% | $1,806-61.6% | $3,224-78.5% |
| Admin fee / account holder | $129 | $104+23.2% | $2,320-94.5% | $110+16.4% |