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, LLC6+ years Service code 27 · EIN 47-4872674 8 W. 24TH STREET, 6TH FLOOR · NEW YORK, NY 10010 | Advisory (Plan) | $18,855 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,519 | $59,417-65.5% | $93,606-78.1% | $74,495-72.5% |
| Participation rate | 96.2% | 59.7%+36.5pp | 68.7%+27.5pp | 67.2%+29.0pp |
| Annual return | 12.87% | 81.83%-69.0pp | 133.20%-120.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,939 | $1,264+132.6% | $2,420+21.5% | $2,623+12.1% |
| Participant deferral / active EE | $5,529 | $3,050+81.3% | $4,411+25.3% | $4,346+27.2% |
| Admin fee / account holder | $73 | $3,021-97.6% | $8,285-99.1% | $1,942-96.3% |