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, LLC6 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $35,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,199 | $80,673+34.1% | $101,326+6.8% | $84,808+27.6% |
| Participation rate | 97.4% | 77.8%+19.6pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 19.74% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,324 | $2,698+23.2% | $3,665-9.3% | $2,631+26.3% |
| Participant deferral / active EE | $9,999 | $6,840+46.2% | $7,994+25.1% | $4,212+137.4% |
| Admin fee / account holder | $267 | $12,784-97.9% | $11,185-97.6% | $7,344-96.4% |