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 CAPITAL INC. Service code 26 · EIN 47-5581477 400 TRADE CENTER · WOBURN, MA 01801 | Advisory (Participants) | $21,149 |
Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $6,085 |
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 | $67,777 | $89,652-24.4% | $141,162-52.0% | $65,185+4.0% |
| Participation rate | 76.8% | 74.7%+2.0pp | 82.5%-5.7pp | 70.2%+6.6pp |
| Annual return | 28.33% | 32.79%-4.5pp | 71.39%-43.1pp | 29.38%-1.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,276 | $5,691+63.0% | $6,709+38.3% | $3,514+164.0% |
| Admin fee / account holder | $170 | $569-70.1% | $10,261-98.3% | $847-79.9% |