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) | $19,272 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1656 WEST MAIN STREET SUITE 100 · EPHRATA, PA 17522 | Recordkeeping Fees | $6,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,295 | $122,239+43.4% | $184,203-4.8% | $74,495+135.3% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.8pp | 67.2%+28.5pp |
| Annual return | 13.35% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,547 | $4,537+0.2% | $6,427-29.2% | $2,623+73.4% |
| Participant deferral / active EE | $4,725 | $7,139-33.8% | $9,131-48.2% | $4,346+8.7% |
| Admin fee / account holder | $180 | $1,260-85.7% | $13,901-98.7% | $1,942-90.7% |