Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,014 | $30,107-73.4% | $61,452-87.0% | $64,819-87.6% |
| Participation rate | 12.6% | 36.4%-23.8pp | 52.6%-39.9pp | 71.5%-58.8pp |
| Annual return | 43.25% | -13.99%+57.2pp | 338.96%-295.7pp | 32.84%+10.4pp |
| Employer contribution / active EE | $377 | $537-29.7% | $1,160-67.5% | $2,507-84.9% |
| Participant deferral / active EE | $807 | $1,126-28.3% | $2,125-62.0% | $4,311-81.3% |
| Admin fee / account holder | $39 | $148-73.4% | $2,131-98.1% | $188-79.0% |