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.6+ years Service code 26 · EIN 31-1237051 1801 WATERMARK DR · COLUMBUS, OH 43215 | Advisory (Participants) | $56,831 |
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 | $173,308 | $91,190+90.1% | $178,490-2.9% | $79,858+117.0% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 13.31% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,607 | $3,256+10.8% | $5,011-28.0% | $2,471+46.0% |
| Participant deferral / active EE | $5,436 | $3,236+68.0% | $5,202+4.5% | $3,740+45.3% |
| Admin fee / account holder | $494 | $6,751-92.7% | $13,984-96.5% | $5,306-90.7% |