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 |
|---|---|---|
Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $16,779 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $15,570 |
Filed as: HEXIMER INVESTMENT MANAGEMENT Service code 52 6457 REFLECTIONS DRIVE · DUBLIN, OH 430172352 | Indirect Investment Fees | $14,655 |
Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $9,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,027 | $46,732+137.6% | $156,549-29.1% | $55,167+101.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.81% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $8,341 | $2,105+296.2% | $5,501+51.6% | $1,963+325.0% |
| Participant deferral / active EE | $4,819 | $2,204+118.6% | $4,871-1.1% | $3,054+57.8% |
| Admin fee / account holder | $249 | $418-40.5% | $13,027-98.1% | $504-50.6% |