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, LLC5 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $10,040 |
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 | $40,116 | $48,230-16.8% | $67,502-40.6% | $80,856-50.4% |
| Participation rate | 97.8% | 66.4%+31.5pp | 72.9%+25.0pp | 67.6%+30.2pp |
| Annual return | 16.51% | 18.28%-1.8pp | 3512.12%-3495.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,170 | $2,020+106.5% | $2,731+52.7% | $2,755+51.4% |
| Participant deferral / active EE | $7,558 | $2,924+158.5% | $4,000+89.0% | $4,296+75.9% |
| Admin fee / account holder | $64 | $3,681-98.3% | $3,998-98.4% | $6,918-99.1% |