See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC6 years Service code 27 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Advisory (Plan) | $47,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,207 | $81,625-29.9% | $167,512-65.8% | $74,304-23.0% |
| Participation rate | 89.0% | 60.0%+28.9pp | 77.1%+11.9pp | 60.3%+28.6pp |
| Annual return | 16.51% | 26.09%-9.6pp | 1615.79%-1599.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,859 | $2,010-7.5% | $3,882-52.1% | $2,241-17.0% |
| Participant deferral / active EE | $5,850 | $4,115+42.2% | $6,405-8.7% | $3,767+55.3% |
| Admin fee / account holder | $208 | $3,474-94.0% | $9,769-97.9% | $2,969-93.0% |