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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $8,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,359 | $56,767-71.2% | $101,794-83.9% | $85,563-80.9% |
| Participation rate | 86.4% | 57.6%+28.8pp | 69.2%+17.2pp | 66.0%+20.4pp |
| Annual return | 23.11% | 17.76%+5.3pp | 30.53%-7.4pp | 31.51%-8.4pp |
| Employer contribution / active EE | $1 | $1,112-99.9% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,591 | $2,720-4.7% | $4,084-36.5% | $4,375-40.8% |
| Admin fee / account holder | $19 | $1,098-98.3% | $8,777-99.8% | $834-97.8% |