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: KRONICK KALADA BERDY Service code 99 · EIN 11-1000111 | Other Fees | $7,050 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $4,170 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2986500 130 S. MAIN STREET · MUNCY, PA 17876 | Other Services | $4,106 |
MORNINGSTAR2 years Filed as: MORNINGSTAR- EIN #36-3297908 Service code 27 | Advisory (Plan) | $2,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,745 | $61,272-61.2% | $149,673-84.1% | $71,457-66.8% |
| Participation rate | 98.4% | 62.5%+35.9pp | 78.8%+19.7pp | 67.9%+30.5pp |
| Annual return | 13.28% | 35.85%-22.6pp | 134.42%-121.1pp | 28.85%-15.6pp |
| Employer contribution / active EE | $897 | $2,378-62.3% | $4,818-81.4% | $2,588-65.3% |
| Participant deferral / active EE | $1,089 | $2,917-62.7% | $5,680-80.8% | $4,289-74.6% |
| Admin fee / account holder | $66 | $1,261-94.8% | $13,210-99.5% | $1,587-95.9% |