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 1000 WESTLAKE DRIVE SUITE 200 · BERWYN, PA 19312 | Advisory (Participants) | $34,972 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1000 WESTLAKE DRIVE SUITE 200 · BERWYN, PA 19312 | Recordkeeping Fees | $21,224 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-0349945 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $17,800 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,114 | $77,660+56.0% | $109,143+11.0% | $79,386+52.6% |
| Participation rate | 91.4% | 67.8%+23.6pp | 75.9%+15.6pp | 70.7%+20.7pp |
| Annual return | 15.03% | 23.44%-8.4pp | 25.75%-10.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,714 | $3,518+34.0% | $4,653+1.3% | $4,046+16.5% |
| Admin fee / account holder | $597 | $732-18.5% | $6,752-91.2% | $626-4.7% |