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 9-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, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $37,050 |
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 | $63,795 | $77,503-17.7% | $100,391-36.5% | $80,856-21.1% |
| Participation rate | 97.6% | 76.9%+20.7pp | 81.5%+16.2pp | 67.6%+30.0pp |
| Annual return | 24.18% | 37.20%-13.0pp | 49.20%-25.0pp | 35.59%-11.4pp |
| Employer contribution / active EE | $1,584 | $2,801-43.4% | $3,942-59.8% | $2,755-42.5% |
| Participant deferral / active EE | $13,084 | $6,820+91.9% | $8,082+61.9% | $4,296+204.6% |
| Admin fee / account holder | $247 | $5,897-95.8% | $7,899-96.9% | $6,918-96.4% |