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 INC3 years Filed as: TRILOGY CAPITAL INC. Service code 26 · EIN 47-5581477 400 TRADE CENTER · WOBURN, MA 01801 | Advisory (Participants) | $33,317 |
Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $6,305 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,280 | $99,957-24.7% | $149,696-49.7% | $73,488+2.4% |
| Participation rate | 82.9% | 75.7%+7.2pp | 82.5%+0.4pp | 70.7%+12.2pp |
| Annual return | 17.59% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,224 | $6,073+68.4% | $6,842+49.4% | $3,740+173.4% |
| Admin fee / account holder | $185 | $551-66.4% | $9,309-98.0% | $513-64.0% |