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 99 · EIN 23-2748550 2500 MONROE BLVD, SUITE 100 · AUDUBON, PA 19403 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2748550 130 S MAIN ST · MUNCY, PA 17756 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,773 | $79,171+43.7% | $102,423+11.1% | $74,495+52.7% |
| Participation rate | 93.9% | 74.8%+19.1pp | 76.5%+17.4pp | 67.2%+26.7pp |
| Annual return | 14.99% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,684 | $2,362-28.7% | $3,023-44.3% | $2,623-35.8% |
| Participant deferral / active EE | $6,734 | $4,415+52.5% | $5,053+33.3% | $4,346+55.0% |
| Admin fee / account holder | $587 | $2,001-70.7% | $9,451-93.8% | $1,942-69.8% |