Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $13,425 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,961 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,604 | $79,223-31.1% | $102,460-46.7% | $74,478-26.7% |
| Participation rate | 86.3% | 74.8%+11.6pp | 76.5%+9.8pp | 67.2%+19.1pp |
| Annual return | 12.47% | 54.98%-42.5pp | 29.47%-17.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,225 | $2,363-48.1% | $3,025-59.5% | $2,626-53.3% |
| Participant deferral / active EE | $3,713 | $4,417-15.9% | $5,056-26.6% | $4,350-14.7% |
| Admin fee / account holder | $133 | $2,003-93.3% | $9,460-98.6% | $1,946-93.1% |