See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $32,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,923 | $48,230+24.2% | $67,502-11.2% | $80,856-25.9% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.6%+11.6pp |
| Annual return | 13.69% | 18.28%-4.6pp | 3512.12%-3498.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,228 | $2,020+208.4% | $2,731+128.1% | $2,755+126.1% |
| Participant deferral / active EE | $14,078 | $2,924+381.5% | $4,000+252.0% | $4,296+227.7% |
| Admin fee / account holder | $156 | $3,681-95.8% | $3,998-96.1% | $6,918-97.7% |