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, LLC3+ years Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $48,839 |
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 | $8,615 | $38,058-77.4% | $169,463-94.9% | $75,289-88.6% |
| Participation rate | 88.1% | 65.1%+23.0pp | 77.8%+10.4pp | 72.4%+15.7pp |
| Annual return | 29.86% | -2.88%+32.7pp | 1.83%+28.0pp | -0.04%+29.9pp |
| Employer contribution / active EE | $0 | $1,478-100.0% | $4,159-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,929 | $3,201+22.7% | $5,277-25.5% | $3,739+5.1% |
| Admin fee / account holder | $34 | $85-60.5% | $9,109-99.6% | $102-67.1% |