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 9-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 LLC1 year Filed as: BETTERMENT Service code 15 450 WEST 33RD STREET · NEW YORK, NY 10001 | Recordkeeping | $14,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,111 | $106,028+16.1% | $146,958-16.2% | $77,643+58.6% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 16.83% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $10,131 | $4,063+149.4% | $4,933+105.4% | $2,726+271.7% |
| Participant deferral / active EE | $15,146 | $7,990+89.6% | $8,070+87.7% | $4,647+225.9% |
| Admin fee / account holder | $13 | $337-96.2% | $12,998-99.9% | $430-97.0% |