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 4-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, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $16,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,376 | $88,890-53.5% | $102,423-59.6% | $77,643-46.7% |
| Participation rate | 93.3% | 80.9%+12.3pp | 76.5%+16.8pp | 70.6%+22.7pp |
| Annual return | 19.36% | 24.98%-5.6pp | 29.32%-10.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $2,307 | $2,698-14.5% | $3,023-23.7% | $2,726-15.4% |
| Participant deferral / active EE | $9,696 | $5,145+88.4% | $5,053+91.9% | $4,647+108.6% |
| Admin fee / account holder | $55 | $235-76.5% | $9,451-99.4% | $430-87.1% |