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, LLC5+ years Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $199,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,213 | $48,592+30.1% | $185,823-66.0% | $90,288-30.0% |
| Participation rate | 25.6% | 66.2%-40.7pp | 78.0%-52.5pp | 73.4%-47.8pp |
| Annual return | 21.93% | 68.51%-46.6pp | 35.95%-14.0pp | 53.97%-32.0pp |
| Employer contribution / active EE | $0 | $1,389-100.0% | $4,087-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,713 | $3,463+93.8% | $5,632+19.2% | $4,232+58.6% |
| Admin fee / account holder | $243 | $77+213.9% | $9,500-97.4% | $114+113.3% |