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 7-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, LLC6 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $46,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,827 | $81,625-25.5% | $167,512-63.7% | $74,304-18.1% |
| Participation rate | 98.2% | 60.0%+38.1pp | 77.1%+21.1pp | 60.3%+37.8pp |
| Annual return | 22.84% | 26.09%-3.3pp | 1615.79%-1593.0pp | 29.43%-6.6pp |
| Employer contribution / active EE | $3,956 | $2,010+96.8% | $3,882+1.9% | $2,241+76.5% |
| Participant deferral / active EE | $18,030 | $4,115+338.2% | $6,405+181.5% | $3,767+378.6% |
| Admin fee / account holder | $163 | $3,474-95.3% | $9,769-98.3% | $2,969-94.5% |