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 INC5 years Filed as: TRILOGY CAPITAL INC. Service code 26 · EIN 47-5581477 400 TRADE CENTER · WOBURN, MA 01801 | Advisory (Participants) | $39,320 |
Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $9,869 |
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 | $61,058 | $84,487-27.7% | $125,339-51.3% | $66,914-8.8% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.1pp | 69.8%+18.6pp |
| Annual return | -14.63% | -8.39%-6.2pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,878 | $6,781+45.7% | $7,446+32.7% | $4,237+133.1% |
| Admin fee / account holder | $193 | $685-71.8% | $10,010-98.1% | $593-67.5% |