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 |
|---|---|---|
Filed as: CORIENT Service code 26 · EIN 37-1993115 1801 WATERMARK DR · COLUMBUS, OH 43215 | Advisory (Participants) | $11,684 |
BUDROS, RUHLIN & ROE, INC.10+ years Service code 26 · EIN 31-1237051 1801 WATERMARK DRIVE · COLUMBUS, OH 43215 | Advisory (Participants) | $10,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,008 | $81,248+119.1% | $155,509+14.5% | $80,856+120.2% |
| Participation rate | 94.0% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 13.00% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,096 | $3,100+32.1% | $4,672-12.3% | $2,755+48.7% |
| Participant deferral / active EE | $7,307 | $3,452+111.7% | $5,626+29.9% | $4,296+70.1% |
| Admin fee / account holder | $261 | $7,997-96.7% | $15,912-98.4% | $6,918-96.2% |