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 | $2,496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,980 | $101,591+11.2% | $147,096-23.2% | $74,429+51.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.2%+5.3pp | 67.2%+20.3pp |
| Annual return | 22.39% | 8746.45%-8724.1pp | 419.75%-397.4pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $7,987 | $3,813+109.5% | $4,936+61.8% | $2,625+204.3% |
| Participant deferral / active EE | $18,063 | $7,302+147.4% | $8,071+123.8% | $4,348+315.4% |
| Admin fee / account holder | $14 | $1,750-99.2% | $13,005-99.9% | $1,944-99.3% |