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 | $20,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,682 | $50,919-59.4% | $155,556-86.7% | $77,762-73.4% |
| Participation rate | 39.9% | 63.1%-23.2pp | 78.2%-38.3pp | 70.6%-30.7pp |
| Annual return | 14.25% | 34.84%-20.6pp | 64.84%-50.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $231 | $1,991-88.4% | $4,675-95.1% | $2,728-91.5% |
| Participant deferral / active EE | $1,662 | $2,824-41.1% | $5,631-70.5% | $4,651-64.3% |
| Admin fee / account holder | $131 | $437-70.0% | $15,885-99.2% | $433-69.7% |