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 10-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 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Advisory (Plan) | $53,673 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,983 | $65,390-45.0% | $169,368-78.8% | $71,457-49.6% |
| Participation rate | 91.6% | 67.0%+24.7pp | 77.1%+14.5pp | 67.9%+23.7pp |
| Annual return | 23.27% | 21.31%+2.0pp | 405.60%-382.3pp | 28.85%-5.6pp |
| Employer contribution / active EE | $1,432 | $2,079-31.1% | $4,013-64.3% | $2,588-44.7% |
| Participant deferral / active EE | $5,666 | $4,367+29.7% | $6,221-8.9% | $4,289+32.1% |
| Admin fee / account holder | $151 | $1,324-88.6% | $9,003-98.3% | $1,587-90.5% |