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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC6 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $24,185 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,122 | $101,591-67.4% | $147,096-77.5% | $74,429-55.5% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 15.64% | 8746.45%-8730.8pp | 419.75%-404.1pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $1,560 | $3,813-59.1% | $4,936-68.4% | $2,625-40.6% |
| Participant deferral / active EE | $11,279 | $7,302+54.5% | $8,071+39.7% | $4,348+159.4% |
| Admin fee / account holder | $59 | $1,750-96.6% | $13,005-99.5% | $1,944-97.0% |