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, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $11,106 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,686 | $79,428-38.7% | $106,548-54.3% | $79,386-38.7% |
| Participation rate | 39.3% | 74.1%-34.8pp | 76.1%-36.8pp | 70.7%-31.4pp |
| Annual return | 13.32% | 18.27%-4.9pp | 26.80%-13.5pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,122 | $2,234-49.8% | $2,819-60.2% | $2,427-53.8% |
| Participant deferral / active EE | $2,564 | $3,823-32.9% | $4,398-41.7% | $4,046-36.6% |
| Admin fee / account holder | $123 | $523-76.4% | $7,407-98.3% | $626-80.3% |