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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC1+ years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $10,421 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,554 | $29,507-94.7% | $56,025-97.2% | $77,762-98.0% |
| Participation rate | 76.2% | 32.7%+43.5pp | 52.5%+23.7pp | 70.6%+5.6pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1712.69%-1712.7pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,517 | $1,062+42.9% | $1,955-22.4% | $4,651-67.4% |
| Admin fee / account holder | $43 | $1,041-95.9% | $2,828-98.5% | $433-90.1% |