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 |
|---|---|---|
VALLEY FORGE INVESTMENT CONSULTANTS10+ years Service code 26 · EIN 23-2986500 1000 WESTLAKES DR. · BERWYN, PA 19312 | Advisory (Participants) | $0 |
Filed as: VALLEY FORGE PENSION MGT Service code 15 · EIN 23-2986500 1656 W. MAIN ST. · EPHRATA, PA 17522 | Recordkeeping | $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 | $125,267 | $55,415+126.1% | $155,509-19.4% | $74,495+68.2% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.1pp | 67.2%+29.0pp |
| Annual return | 14.44% | 268.50%-254.1pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,335 | $2,267+47.1% | $4,672-28.6% | $2,623+27.1% |
| Participant deferral / active EE | $4,780 | $2,836+68.6% | $5,626-15.0% | $4,346+10.0% |
| Admin fee / account holder | $343 | $1,738-80.3% | $15,912-97.8% | $1,942-82.3% |