See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRILOGY CAPITAL INC1 year Filed as: TRIOLOGY CAPITAL, INC. Service code 26 · EIN 47-5581477 400 TRADE CENTER · WOBURN, MA 01801 | Advisory (Participants) | $55,423 |
Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $10,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,551 | $101,317-20.5% | $146,958-45.2% | $74,495+8.1% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 16.77% | 8730.91%-8714.1pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,726 | $7,303+60.6% | $8,070+45.3% | $4,346+169.8% |
| Admin fee / account holder | $224 | $1,739-87.1% | $12,998-98.3% | $1,942-88.5% |