Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,143 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,065 | $81,476+26.5% | $102,383+0.7% | $80,925+27.4% |
| Participation rate | 97.9% | 66.8%+31.0pp | 74.5%+23.4pp | 67.7%+30.2pp |
| Annual return | 14.82% | 25.59%-10.8pp | 24.94%-10.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,652 | $3,105+49.8% | $3,870+20.2% | $2,756+68.8% |
| Participant deferral / active EE | $9,942 | $3,871+156.8% | $5,060+96.5% | $4,299+131.3% |
| Admin fee / account holder | $41 | $6,717-99.4% | $8,391-99.5% | $6,940-99.4% |