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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 | $108,912-62.5% | $100,383-59.3% | $145,959-72.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 57.96%-44.8pp | 49.26%-36.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,575 | $4,423-41.8% | $3,944-34.7% | $4,661-44.8% |
| Participant deferral / active EE | $42,060 | $8,451+397.7% | $8,086+420.2% | $6,689+528.8% |
| Admin fee / account holder | $137 | $9,690-98.6% | $7,900-98.3% | $13,398-99.0% |