Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,481 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,285 | $93,055-44.9% | $153,741-66.6% | $80,959-36.7% |
| Participation rate | 79.0% | 69.0%+10.0pp | 77.1%+1.9pp | 67.7%+11.3pp |
| Annual return | 11.95% | 19.97%-8.0pp | 15.71%-3.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,541 | $3,504+1.1% | $5,042-29.8% | $2,757+28.4% |
| Participant deferral / active EE | $9,202 | $5,172+77.9% | $6,757+36.2% | $4,300+114.0% |
| Admin fee / account holder | $44 | $8,881-99.5% | $12,749-99.7% | $6,925-99.4% |