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.7+ years Service code 26 · EIN 31-1237051 1801 WATERMARK DR · COLUMBUS, OH 43215 | Advisory (Participants) | $68,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,499 | $95,416+99.7% | $185,823+2.5% | $85,850+121.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.68% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,672 | $3,314+10.8% | $5,167-28.9% | $2,565+43.2% |
| Participant deferral / active EE | $5,899 | $3,423+72.3% | $5,568+5.9% | $3,952+49.3% |
| Admin fee / account holder | $592 | $7,213-91.8% | $16,237-96.4% | $6,260-90.5% |