See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC6+ years Filed as: BETTERMENT FOR BUSINESS Service code 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $114,386 |
ASCENSUS LLC6+ years Filed as: DWC ERISA CONSULTANTS Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Contract Administrator | $7,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,997 | $89,436-43.0% | $164,813-69.1% | $77,643-34.3% |
| Participation rate | 98.0% | 78.6%+19.4pp | 78.6%+19.4pp | 70.6%+27.4pp |
| Annual return | 17.43% | 28.83%-11.4pp | 69.93%-52.5pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,919 | $2,569+13.6% | $4,341-32.8% | $2,726+7.1% |
| Participant deferral / active EE | $12,230 | $4,897+149.8% | $6,031+102.8% | $4,647+163.2% |
| Admin fee / account holder | $146 | $339-57.0% | $12,690-98.9% | $430-66.1% |