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 | $121,717 | $87,870+38.5% | $113,168+7.6% | $74,304+63.8% |
| Participation rate | 91.9% | 70.7%+21.1pp | 76.6%+15.3pp | 60.3%+31.5pp |
| Annual return | 13.92% | 26.44%-12.5pp | 24.27%-10.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,870 | $2,277-17.9% | $2,975-37.2% | $2,241-16.6% |
| Participant deferral / active EE | $7,478 | $4,241+76.3% | $5,107+46.4% | $3,767+98.5% |
| Admin fee / account holder | $613 | $3,368-81.8% | $12,068-94.9% | $2,969-79.3% |