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 |
|---|---|---|
Service code 26 · EIN 23-2748550 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $14,929 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1 COMMUNITY LANE · EPHRATA, PA 17522 | Recordkeeping Fees | $11,175 |
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 | $95,433 | $69,362+37.6% | $101,248-5.7% | $73,488+29.9% |
| Participation rate | 91.7% | 68.4%+23.3pp | 75.8%+15.9pp | 70.7%+21.0pp |
| Annual return | 15.65% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,356 | $3,300+32.0% | $4,370-0.3% | $3,740+16.5% |
| Admin fee / account holder | $411 | $704-41.5% | $5,945-93.1% | $513-19.8% |