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.2 years Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $46,291 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $17,779 |
Filed as: HEXIMER INVESTMENT MANAGEMENT Service code 52 6457 REFLECTIONS DRIVE · DUBLIN, OH 430172352 | Indirect Investment Fees | $15,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,834 | $55,453+173.8% | $170,442-10.9% | $62,292+143.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 39.54% | 21.38%+18.2pp | 205.93%-166.4pp | 28.90%+10.6pp |
| Employer contribution / active EE | $8,754 | $2,164+304.6% | $5,433+61.1% | $2,042+328.7% |
| Participant deferral / active EE | $4,743 | $2,303+106.0% | $4,939-4.0% | $3,169+49.7% |
| Admin fee / account holder | $287 | $455-37.0% | $13,880-97.9% | $479-40.2% |