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 9-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 LLC2 years Filed as: BETTERMENT Service code 15 450 WEST 33RD STREET · NEW YORK, NY 10001 | Recordkeeping | $19,793 |
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 | $156,358 | $119,446+30.9% | $150,045+4.2% | $85,563+82.7% |
| Participation rate | 98.7% | 75.4%+23.2pp | 82.3%+16.3pp | 66.0%+32.7pp |
| Annual return | 20.48% | 23.72%-3.2pp | 62.55%-42.1pp | 31.51%-11.0pp |
| Employer contribution / active EE | $10,096 | $4,078+147.6% | $4,693+115.1% | $2,654+280.5% |
| Participant deferral / active EE | $15,157 | $7,985+89.8% | $7,997+89.5% | $4,375+246.4% |
| Admin fee / account holder | $18 | $548-96.6% | $13,435-99.9% | $834-97.8% |