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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,038 | $102,382+18.2% | $147,005-17.7% | $80,874+49.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 13.73% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $5,231 | $3,715+40.8% | $4,934+6.0% | $2,756+89.8% |
| Participant deferral / active EE | $14,698 | $6,646+121.1% | $8,070+82.1% | $4,297+242.1% |
| Admin fee / account holder | $238 | $7,942-97.0% | $13,006-98.2% | $6,935-96.6% |