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 |
|---|---|---|
TRILOGY CAPITAL INC2+ years Filed as: TRILOGY FINANCIAL Service code 51 400 TRADE CENTER · WOBURN, MA 01801 | Investment Mgmt Fees | $21,349 |
Service code 13 · EIN 16-1503696 | Contract Administrator | $19,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,351 | $55,453-12.8% | $170,442-71.6% | $62,292-22.4% |
| Participation rate | 55.2% | 66.4%-11.2pp | 83.6%-28.4pp | 69.5%-14.3pp |
| Annual return | 15.56% | 21.38%-5.8pp | 205.93%-190.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $996 | $2,164-54.0% | $5,433-81.7% | $2,042-51.2% |
| Participant deferral / active EE | $2,251 | $2,303-2.2% | $4,939-54.4% | $3,169-29.0% |
| Admin fee / account holder | $409 | $455-10.2% | $13,880-97.1% | $479-14.8% |