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 | $78,400 |
VONLEHMAN & COMPANY, INC.2 years Filed as: VONLEHMAN & CO Service code 10 4755 LAKE FOREST DR STE 100 · CINCINNATI, OH 452423838 | Accounting | $13,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $166,197 | $99,957+66.3% | $149,696+11.0% | $73,488+126.2% |
| Participation rate | 47.9% | 75.7%-27.8pp | 82.5%-34.6pp | 70.7%-22.8pp |
| Annual return | 25.96% | 53.87%-27.9pp | 276.60%-250.6pp | 28.51%-2.6pp |
| Employer contribution / active EE | $641 | $3,191-79.9% | $4,644-86.2% | $2,270-71.8% |
| Participant deferral / active EE | $2,506 | $6,073-58.7% | $6,842-63.4% | $3,740-33.0% |
| Admin fee / account holder | $812 | $551+47.4% | $9,309-91.3% | $513+58.2% |