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, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $31,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,722 | $61,774-16.3% | $97,226-46.8% | $80,856-36.0% |
| Participation rate | 76.0% | 63.5%+12.5pp | 72.7%+3.4pp | 67.6%+8.4pp |
| Annual return | 12.83% | -557.90%+570.7pp | 75.13%-62.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,885 | $1,837+57.1% | $2,729+5.7% | $2,755+4.7% |
| Participant deferral / active EE | $7,459 | $3,029+146.3% | $4,264+75.0% | $4,296+73.6% |
| Admin fee / account holder | $253 | $5,166-95.1% | $5,654-95.5% | $6,918-96.3% |