Filed July 5, 2023
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, LLC4 years Service code 27 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Advisory (Plan) | $79,873 |
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 | $32,704 | $100,801-67.6% | $149,696-78.2% | $73,409-55.4% |
| Participation rate | 97.0% | 77.7%+19.4pp | 82.5%+14.6pp | 72.2%+24.9pp |
| Annual return | 29.08% | 265.34%-236.3pp | 276.60%-247.5pp | 59.29%-30.2pp |
| Employer contribution / active EE | $2,740 | $3,312-17.3% | $4,644-41.0% | $2,234+22.7% |
| Participant deferral / active EE | $9,078 | $6,404+41.8% | $6,842+32.7% | $3,805+138.6% |
| Admin fee / account holder | $136 | $181-24.6% | $9,309-98.5% | $158-13.7% |