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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $13,243 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,823 | $108,911-62.5% | $100,392-59.3% | $145,884-72.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 58.23%-45.1pp | 49.45%-36.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,575 | $4,420-41.7% | $3,941-34.7% | $4,662-44.8% |
| Participant deferral / active EE | $42,060 | $8,459+397.2% | $8,090+419.9% | $6,690+528.7% |
| Admin fee / account holder | $137 | $9,698-98.6% | $7,904-98.3% | $13,392-99.0% |