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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,790 |
Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $954 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $258 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 13 | Contract Administrator | $192 |
Filed as: VALLEY FORGE PENSION Service code 13 1000 W LAKES DR STE 200 · BERWYN, PA 19312 | Contract Administrator | $135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,028 | $58,879-83.0% | $178,490-94.4% | $73,488-86.4% |
| Participation rate | 64.7% | 66.2%-1.5pp | 81.9%-17.2pp | 70.7%-6.0pp |
| Annual return | 11.26% | 24.86%-13.6pp | 151.07%-139.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $208 | $2,236-90.7% | $5,011-95.8% | $2,270-90.8% |
| Participant deferral / active EE | $1,070 | $2,567-58.3% | $5,202-79.4% | $3,740-71.4% |
| Admin fee / account holder | $27 | $400-93.2% | $13,984-99.8% | $513-94.7% |