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 6-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $32,174 |
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 | $30,151 | $84,948-64.5% | $70,449-57.2% | $73,409-58.9% |
| Participation rate | 98.4% | 79.9%+18.5pp | 75.1%+23.4pp | 72.2%+26.2pp |
| Annual return | 26.25% | 13.39%+12.9pp | 109.03%-82.8pp | 59.29%-33.0pp |
| Employer contribution / active EE | $4,923 | $2,834+73.7% | $2,737+79.9% | $2,234+120.4% |
| Participant deferral / active EE | $8,897 | $3,387+162.7% | $3,709+139.9% | $3,805+133.8% |
| Admin fee / account holder | $54 | $98-44.7% | $3,845-98.6% | $158-65.6% |