See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $7,391 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,247 | $70,908-37.6% | $98,907-55.3% | $73,488-39.8% |
| Participation rate | 29.0% | 73.8%-44.7pp | 76.0%-47.0pp | 70.7%-41.6pp |
| Annual return | 12.70% | 34.17%-21.5pp | 196.43%-183.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $749 | $2,036-63.2% | $2,689-72.1% | $2,270-67.0% |
| Participant deferral / active EE | $1,784 | $3,500-49.0% | $4,244-58.0% | $3,740-52.3% |
| Admin fee / account holder | $90 | $535-83.1% | $6,642-98.6% | $513-82.4% |