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 23-2667890 190 LATHROP STREET · KINGSTONE, PA 18704 | Other Fees | $7,808 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 27 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 06095 | Advisory (Plan) | $2,330 |
MORNINGSTAR3 years Filed as: MORNINGSTAR- EIN #36-3297908 Service code 27 | Advisory (Plan) | $2,321 |
VALLEY FORGE INVESTMENT CONSULTANTS10+ years Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 | Other Services | $2,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,389 | $55,415-56.0% | $155,509-84.3% | $74,495-67.3% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 11.88% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,095 | $2,267-51.7% | $4,672-76.6% | $2,623-58.2% |
| Participant deferral / active EE | $1,022 | $2,836-64.0% | $5,626-81.8% | $4,346-76.5% |
| Admin fee / account holder | $51 | $1,738-97.0% | $15,912-99.7% | $1,942-97.3% |