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 |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 15 · EIN 23-2986500 1656 WEST MAIN STREET SUITE 100 · EPHRATA, PA 17522 | Recordkeeping | $16,330 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,652 | $100,801-29.9% | $149,696-52.8% | $73,409-3.8% |
| Participation rate | 61.5% | 77.7%-16.2pp | 82.5%-21.0pp | 72.2%-10.7pp |
| Annual return | 19.47% | 265.34%-245.9pp | 276.60%-257.1pp | 59.29%-39.8pp |
| Employer contribution / active EE | $320 | $3,312-90.3% | $4,644-93.1% | $2,234-85.7% |
| Participant deferral / active EE | $3,565 | $6,404-44.3% | $6,842-47.9% | $3,805-6.3% |
| Admin fee / account holder | $445 | $181+146.2% | $9,309-95.2% | $158+182.0% |