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 23-5986500 1000 WESTLAKES DRIVE SUITE 200 · BERWYN, PA 19312 | Advisory (Participants) | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1656 WEST MAIN STREET SUITE 100 · EPHRATA, PA 17522 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,522 | $121,341+47.1% | $189,513-5.8% | $79,386+124.9% |
| Participation rate | 93.3% | 86.1%+7.2pp | 87.8%+5.5pp | 70.7%+22.6pp |
| Annual return | 17.74% | 21.08%-3.3pp | 555.15%-537.4pp | 116.85%-99.1pp |
| Employer contribution / active EE | $4,802 | $3,915+22.7% | $6,162-22.1% | $2,427+97.8% |
| Participant deferral / active EE | $4,949 | $6,395-22.6% | $8,221-39.8% | $4,046+22.3% |
| Admin fee / account holder | $137 | $651-79.0% | $12,045-98.9% | $626-78.1% |