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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC5 years Service code 27 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Advisory (Plan) | $42,416 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,581 | $73,360-39.2% | $177,989-75.0% | $74,495-40.2% |
| Participation rate | 89.0% | 66.6%+22.4pp | 77.1%+11.9pp | 67.2%+21.8pp |
| Annual return | 10.61% | 17.49%-6.9pp | 294.48%-283.9pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,879 | $2,216-15.2% | $3,949-52.4% | $2,623-28.4% |
| Participant deferral / active EE | $6,493 | $4,513+43.9% | $6,276+3.5% | $4,346+49.4% |
| Admin fee / account holder | $161 | $1,808-91.1% | $10,363-98.4% | $1,942-91.7% |