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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $70,107 |
Filed as: VONLEHMAN & CO Service code 10 4755 LAKE FOREST DR STE 100 · CINCINNATI, OH 452423838 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,029 | $89,652+31.7% | $141,162-16.4% | $65,185+81.1% |
| Participation rate | 56.1% | 74.7%-18.6pp | 82.5%-26.4pp | 70.2%-14.1pp |
| Annual return | 23.75% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $739 | $3,065-75.9% | $4,735-84.4% | $2,177-66.0% |
| Participant deferral / active EE | $3,145 | $5,691-44.7% | $6,709-53.1% | $3,514-10.5% |
| Admin fee / account holder | $634 | $569+11.5% | $10,261-93.8% | $847-25.1% |