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.5+ years Service code 26 · EIN 31-1237051 1801 WATERMARK DR · COLUMBUS, OH 43215 | Advisory (Participants) | $52,932 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,554 | $85,202+115.4% | $172,739+6.3% | $72,985+151.5% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 21.25% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,695 | $3,324+11.2% | $5,143-28.2% | $2,440+51.4% |
| Participant deferral / active EE | $5,686 | $3,260+74.4% | $5,198+9.4% | $3,607+57.6% |
| Admin fee / account holder | $587 | $5,884-90.0% | $13,954-95.8% | $5,124-88.5% |