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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,580 |
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 | $45,232 | $101,672-55.5% | $147,117-69.3% | $74,478-39.3% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 28.38% | 8757.83%-8729.4pp | 420.54%-392.2pp | 1370.56%-1342.2pp |
| Employer contribution / active EE | $5,402 | $3,813+41.7% | $4,932+9.5% | $2,626+105.7% |
| Participant deferral / active EE | $14,139 | $7,305+93.6% | $8,065+75.3% | $4,350+225.0% |
| Admin fee / account holder | $11 | $1,753-99.4% | $12,993-99.9% | $1,946-99.4% |