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 10-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 |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.4+ years Service code 26 · EIN 31-1237051 1801 WATERMARK DR · COLUMBUS, OH 43215 | Advisory (Participants) | $47,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $132,834 | $76,000+74.8% | $154,107-13.8% | $64,186+107.0% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.3pp | 69.6%+26.8pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,548 | $3,351+5.9% | $5,298-33.0% | $2,381+49.0% |
| Participant deferral / active EE | $5,034 | $3,175+58.6% | $5,081-0.9% | $3,470+45.1% |
| Admin fee / account holder | $494 | $5,596-91.2% | $13,411-96.3% | $4,888-89.9% |