Filed August 12, 2025
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, LLC1+ years Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $6,810 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,266 | $42,582-82.9% | $171,082-95.8% | $57,658-87.4% |
| Participation rate | 81.8% | 63.9%+17.9pp | 76.7%+5.2pp | 70.2%+11.6pp |
| Annual return | 0.00% | 308.67%-308.7pp | 32.56%-32.6pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,503 | $2,933+87.6% | $4,797+14.7% | $3,061+79.8% |
| Admin fee / account holder | $21 | $82-74.1% | $8,520-99.7% | $95-77.4% |