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| 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) | $38,551 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,527 | $100,801-67.7% | $149,715-78.3% | $73,412-55.7% |
| Participation rate | 95.1% | 77.7%+17.4pp | 82.5%+12.6pp | 72.2%+22.9pp |
| Annual return | 27.33% | 265.34%-238.0pp | 276.66%-249.3pp | 59.30%-32.0pp |
| Employer contribution / active EE | $2,709 | $3,312-18.2% | $4,645-41.7% | $2,234+21.3% |
| Participant deferral / active EE | $9,972 | $6,404+55.7% | $6,842+45.7% | $3,806+162.0% |
| Admin fee / account holder | $57 | $181-68.4% | $9,310-99.4% | $158-63.8% |