Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC7 years Service code 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $115,222 |
ASCENSUS LLC7 years Filed as: DWC ERISA CONSULTANTS Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Contract Administrator | $12,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,885 | $106,164-49.2% | $147,041-63.4% | $77,692-30.6% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 16.67% | 56.81%-40.1pp | 419.21%-402.5pp | 31.25%-14.6pp |
| Employer contribution / active EE | $2,697 | $4,066-33.7% | $4,935-45.3% | $2,726-1.1% |
| Participant deferral / active EE | $12,390 | $7,993+55.0% | $8,071+53.5% | $4,648+166.5% |
| Admin fee / account holder | $145 | $338-57.0% | $13,006-98.9% | $431-66.3% |