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, LLC3 years Service code 64 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Recordkeeping Fees | $15,129 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,768 | $27,839-72.1% | $58,482-86.7% | $71,457-89.1% |
| Participation rate | 85.6% | 34.5%+51.1pp | 50.9%+34.8pp | 67.9%+17.7pp |
| Annual return | 21.26% | 26.81%-5.5pp | 4239.32%-4218.1pp | 28.85%-7.6pp |
| Employer contribution / active EE | $734 | $631+16.4% | $1,053-30.3% | $2,588-71.6% |
| Participant deferral / active EE | $1,997 | $1,206+65.5% | $1,924+3.8% | $4,289-53.4% |
| Admin fee / account holder | $71 | $1,641-95.7% | $2,516-97.2% | $1,587-95.5% |