Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,139 | $101,798-12.4% | $165,071-46.0% | $80,935+10.1% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.7%+5.7pp |
| Annual return | 15.21% | 16.73%-1.5pp | 70.17%-55.0pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19,773 | $4,476+341.7% | $6,035+227.6% | $4,299+359.9% |
| Admin fee / account holder | $26 | $8,221-99.7% | $12,695-99.8% | $6,924-99.6% |