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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,432 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,745 | $59,448-36.5% | $93,696-59.7% | $74,459-49.3% |
| Participation rate | 95.0% | 59.6%+35.3pp | 68.7%+26.2pp | 67.2%+27.7pp |
| Annual return | 13.43% | 82.11%-68.7pp | 133.74%-120.3pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,765 | $1,266+39.4% | $2,422-27.1% | $2,626-32.8% |
| Participant deferral / active EE | $5,519 | $3,052+80.8% | $4,417+25.0% | $4,350+26.9% |
| Admin fee / account holder | $92 | $3,027-97.0% | $8,287-98.9% | $1,945-95.3% |