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.7 years Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $56,305 |
THE VANGUARD GROUP, INC.1 year Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $26,431 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $23,979 |
THE JOSEPH GROUP LLC5 years Service code 52 300 MARCONI BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $16,558 |
Filed as: ATLAS WEALTH MANAGEMENT GROUP Service code 52 8890 LYRA DRIVE · COLUMBUS, OH 43240 | Indirect Investment Fees | $11,897 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 52 · EIN 11-3665754 | Indirect Investment Fees | $135 |
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 | $150,396 | $65,061+131.2% | $143,757+4.6% | $66,914+124.8% |
| Participation rate | 86.6% | 65.2%+21.4pp | 80.3%+6.3pp | 69.8%+16.8pp |
| Annual return | -12.08% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $11,080 | $2,361+369.4% | $4,951+123.8% | $2,544+335.5% |
| Participant deferral / active EE | $6,511 | $2,919+123.1% | $5,637+15.5% | $4,237+53.7% |
| Admin fee / account holder | $483 | $502-3.8% | $14,673-96.7% | $593-18.6% |