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 | $74,661-18.5% | $160,784-62.2% | $67,986-10.5% |
| Participation rate | 98.2% | 57.1%+41.0pp | 77.0%+21.2pp | 57.2%+41.0pp |
| Annual return | 22.84% | 28.83%-6.0pp | 1803.92%-1781.1pp | 31.67%-8.8pp |
| Employer contribution / active EE | $3,956 | $1,829+116.3% | $3,733+6.0% | $2,019+96.0% |
| Participant deferral / active EE | $18,030 | $3,681+389.8% | $6,293+186.5% | $3,358+436.9% |
| Admin fee / account holder | $163 | $3,959-95.9% | $9,717-98.3% | $3,203-94.9% |