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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 4800 LINGLESTOWN ROAD, SUITE 304 · HARRISBURG, PA 17112 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2986500 130 SOUTH MAIN STREET · MUNCY, PA 17756 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,582 | $106,236-61.8% | $112,228-63.8% | $64,808-37.4% |
| Participation rate | 82.6% | 71.7%+10.9pp | 75.1%+7.5pp | 71.5%+11.1pp |
| Annual return | -11.44% | -6.02%-5.4pp | 27.45%-38.9pp | 32.82%-44.3pp |
| Employer contribution / active EE | $4,635 | $3,166+46.4% | $3,635+27.5% | $2,506+85.0% |
| Participant deferral / active EE | $1,886 | $3,785-50.2% | $4,728-60.1% | $4,310-56.2% |
| Admin fee / account holder | $40 | $452-91.1% | $6,410-99.4% | $188-78.6% |