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 | $1,130 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,772 | $84,499-37.5% | $125,391-57.9% | $66,949-21.2% |
| Participation rate | 74.8% | 76.4%-1.6pp | 82.4%-7.6pp | 69.8%+5.0pp |
| Annual return | -17.82% | -8.49%-9.3pp | 572.41%-590.2pp | 1.57%-19.4pp |
| Employer contribution / active EE | $5,489 | $3,554+54.5% | $4,816+14.0% | $2,545+115.6% |
| Participant deferral / active EE | $11,231 | $6,785+65.5% | $7,448+50.8% | $4,239+164.9% |
| Admin fee / account holder | $6 | $685-99.1% | $10,009-99.9% | $594-98.9% |