Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,653-67.4% | $147,080-77.5% | $74,459-55.5% |
| Participation rate | 91.3% | 75.6%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 15.64% | 8754.98%-8739.3pp | 420.17%-404.5pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $1,560 | $3,813-59.1% | $4,933-68.4% | $2,626-40.6% |
| Participant deferral / active EE | $11,279 | $7,304+54.4% | $8,066+39.8% | $4,350+159.3% |
| Admin fee / account holder | $59 | $1,752-96.6% | $12,989-99.5% | $1,945-97.0% |