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, LLC5+ years Filed as: BETTERMENT FOR BUSINESS Service code 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $110,972 |
ASCENSUS LLC5+ years Filed as: DWC ERISA CONSULTANTS Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Contract Administrator | $9,545 |
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 | $40,957 | $91,372-55.2% | $129,995-68.5% | $74,419-45.0% |
| Participation rate | 97.4% | 77.8%+19.6pp | 78.5%+18.9pp | 70.7%+26.7pp |
| Annual return | 22.21% | 23.21%-1.0pp | -137.18%+159.4pp | 34.38%-12.2pp |
| Employer contribution / active EE | $2,454 | $2,563-4.3% | $4,320-43.2% | $2,637-6.9% |
| Participant deferral / active EE | $10,263 | $4,721+117.4% | $5,820+76.3% | $4,528+126.6% |
| Admin fee / account holder | $149 | $283-47.3% | $10,614-98.6% | $348-57.1% |