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 |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 71-0294708 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,120 | $100,923-16.6% | $150,045-43.9% | $74,304+13.2% |
| Participation rate | 74.2% | 70.1%+4.1pp | 82.3%-8.2pp | 60.3%+13.8pp |
| Annual return | 20.25% | 51.77%-31.5pp | 62.55%-42.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,596 | $3,463-53.9% | $4,693-66.0% | $2,241-28.8% |
| Participant deferral / active EE | $5,405 | $6,709-19.4% | $7,997-32.4% | $3,767+43.5% |
| Admin fee / account holder | $91 | $2,767-96.7% | $13,435-99.3% | $2,969-96.9% |