Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $87,513 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $34,766 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,235 | $34,634-53.1% | $77,096-78.9% | $64,819-75.0% |
| Participation rate | 80.7% | 49.8%+30.9pp | 67.9%+12.8pp | 71.5%+9.2pp |
| Annual return | -16.74% | -5.31%-11.4pp | 42.35%-59.1pp | 32.84%-49.6pp |
| Employer contribution / active EE | $740 | $1,385-46.6% | $2,814-73.7% | $2,507-70.5% |
| Participant deferral / active EE | $3,693 | $2,553+44.6% | $4,429-16.6% | $4,311-14.3% |
| Admin fee / account holder | $134 | $178-24.7% | $5,428-97.5% | $188-28.5% |