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 8-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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,151 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 71-0294708 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,040 | $65,435+54.4% | $86,677+16.6% | $66,914+51.0% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.3pp | 69.8%+25.0pp |
| Annual return | -16.80% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,427 | $2,153-33.7% | $2,836-49.7% | $2,544-43.9% |
| Participant deferral / active EE | $7,400 | $4,100+80.5% | $4,656+59.0% | $4,237+74.7% |
| Admin fee / account holder | $119 | $642-81.5% | $7,493-98.4% | $593-80.0% |