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 99 · EIN 23-2986500 | Other Fees | $17,100 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,435 |
Filed as: YA LIFE INSURANCE & ANNUITY CO. Service code 49 | Other Services | $2,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,683 | $61,156-58.0% | $185,823-86.2% | $79,386-67.6% |
| Participation rate | 99.1% | 66.6%+32.5pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 7.02% | 19.45%-12.4pp | 122.05%-115.0pp | 116.85%-109.8pp |
| Employer contribution / active EE | $908 | $2,321-60.9% | $5,167-82.4% | $2,427-62.6% |
| Participant deferral / active EE | $949 | $2,789-66.0% | $5,568-83.0% | $4,046-76.5% |
| Admin fee / account holder | $97 | $710-86.3% | $16,237-99.4% | $626-84.5% |