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 4-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: VALLEY FORGE INVESTMENT CONSULANTS Service code 26 1030 OLD VALLEY FORGE RD · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $34,050 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $16,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,373 | $77,899+107.2% | $149,673+7.8% | $75,163+114.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.49% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $5,824 | $3,137+85.6% | $4,818+20.9% | $2,670+118.1% |
| Participant deferral / active EE | $5,431 | $3,411+59.2% | $5,680-4.4% | $4,125+31.7% |
| Admin fee / account holder | $423 | $5,956-92.9% | $13,210-96.8% | $5,651-92.5% |