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 6-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,699 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $26,930 |
Filed as: VALLEY FORGE PENSION MANAGEMENT, IN Service code 13 · EIN 23-2986500 | Contract Administrator | $6,474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,849 | $66,457-73.1% | $81,438-78.1% | $77,671-77.0% |
| Participation rate | 91.0% | 68.7%+22.2pp | 69.5%+21.5pp | 70.6%+20.4pp |
| Annual return | 12.05% | 15.93%-3.9pp | 24.74%-12.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,255 | $2,159-41.9% | $2,460-49.0% | $2,726-54.0% |
| Participant deferral / active EE | $2,708 | $3,679-26.4% | $3,883-30.3% | $4,648-41.7% |
| Admin fee / account holder | $177 | $583-69.7% | $5,764-96.9% | $430-59.0% |