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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 24-0858362 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,442 | $37,393-5.2% | $77,024-54.0% | $66,914-47.0% |
| Participation rate | 46.6% | 52.9%-6.2pp | 67.9%-21.3pp | 69.8%-23.2pp |
| Annual return | -10.43% | -3.29%-7.1pp | 42.32%-52.7pp | 1.58%-12.0pp |
| Employer contribution / active EE | $1,748 | $1,531+14.2% | $2,812-37.8% | $2,544-31.3% |
| Participant deferral / active EE | $3,359 | $2,617+28.3% | $4,426-24.1% | $4,237-20.7% |
| Admin fee / account holder | $22 | $567-96.1% | $5,425-99.6% | $593-96.3% |