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, LLC3+ years Filed as: BETTERMENT FOR BUSINESS Service code 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $71,802 |
ASCENSUS LLC3+ years Filed as: DWC ERISA CONSULTANTS Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Contract Administrator | $5,222 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,947 | $86,225-59.5% | $146,665-76.2% | $86,799-59.7% |
| Participation rate | 98.8% | 78.0%+20.9pp | 80.1%+18.8pp | 72.3%+26.6pp |
| Annual return | 23.64% | 31.23%-7.6pp | 22.74%+0.9pp | 97.91%-74.3pp |
| Employer contribution / active EE | $2,285 | $2,392-4.5% | $4,136-44.8% | $2,405-5.0% |
| Participant deferral / active EE | $9,496 | $4,245+123.7% | $5,506+72.5% | $4,131+129.9% |
| Admin fee / account holder | $129 | $195-34.2% | $10,280-98.7% | $170-24.2% |