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, LLC4 years Service code 64 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Recordkeeping Fees | $16,019 |
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 | $11,858 | $34,934-66.1% | $56,411-79.0% | $74,495-84.1% |
| Participation rate | 91.6% | 32.8%+58.8pp | 52.5%+39.1pp | 67.2%+24.4pp |
| Annual return | 12.90% | 25.94%-13.0pp | 1701.33%-1688.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $966 | $609+58.6% | $1,039-7.0% | $2,623-63.2% |
| Participant deferral / active EE | $2,434 | $1,170+107.9% | $1,952+24.7% | $4,346-44.0% |
| Admin fee / account holder | $90 | $2,364-96.2% | $2,829-96.8% | $1,942-95.4% |