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.8+ years Service code 26 · EIN 31-1237051 1801 WATERMARK DR · COLUMBUS, OH 43215 | Advisory (Participants) | $56,429 |
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 | $141,859 | $73,867+92.0% | $143,757-1.3% | $68,494+107.1% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -15.10% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,775 | $3,184+18.6% | $4,951-23.8% | $2,596+45.4% |
| Participant deferral / active EE | $6,202 | $3,384+83.2% | $5,637+10.0% | $4,027+54.0% |
| Admin fee / account holder | $479 | $5,755-91.7% | $14,673-96.7% | $5,403-91.1% |