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.9+ years Service code 26 · EIN 31-1237051 1801 WATERMARK DR · COLUMBUS, OH 43215 | Advisory (Participants) | $31,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,532 | $77,899+75.3% | $149,673-8.8% | $75,163+81.6% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 15.45% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,145 | $3,137+32.1% | $4,818-14.0% | $2,670+55.2% |
| Participant deferral / active EE | $7,303 | $3,411+114.1% | $5,680+28.6% | $4,125+77.0% |
| Admin fee / account holder | $288 | $5,956-95.2% | $13,210-97.8% | $5,651-94.9% |