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) | $17,905 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1656 WEST MAIN STREET SUITE 100 · EPHRATA, PA 17522 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,226 | $130,194+31.5% | $169,993+0.7% | $71,457+139.6% |
| Participation rate | 89.3% | 86.1%+3.2pp | 87.0%+2.3pp | 67.9%+21.4pp |
| Annual return | 11.04% | 20.37%-9.3pp | 53.37%-42.3pp | 28.85%-17.8pp |
| Employer contribution / active EE | $4,964 | $4,381+13.3% | $6,785-26.8% | $2,588+91.8% |
| Participant deferral / active EE | $4,966 | $6,923-28.3% | $10,408-52.3% | $4,289+15.8% |
| Admin fee / account holder | $137 | $966-85.8% | $12,815-98.9% | $1,587-91.4% |