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 10-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) | $26,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,169 | $122,239-50.0% | $184,203-66.8% | $74,495-17.9% |
| Participation rate | 82.6% | 85.5%-2.8pp | 86.8%-4.2pp | 67.2%+15.4pp |
| Annual return | 19.15% | 19.95%-0.8pp | 28.81%-9.7pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $4,296 | $4,537-5.3% | $6,427-33.2% | $2,623+63.8% |
| Participant deferral / active EE | $8,515 | $7,139+19.3% | $9,131-6.7% | $4,346+95.9% |
| Admin fee / account holder | $111 | $1,260-91.2% | $13,901-99.2% | $1,942-94.3% |