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, LLC8 years Filed as: BETTERMENT FOR BUSINESS Service code 27 · EIN 54-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $62,690 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,535 | $78,520-28.0% | $96,576-41.5% | $82,448-31.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 16.70% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,247 | $6,754+155.4% | $7,956+116.8% | $4,139+316.7% |
| Admin fee / account holder | $337 | $13,455-97.5% | $11,381-97.0% | $7,234-95.3% |