Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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) | $30,919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,463 | $59,467-32.0% | $93,727-56.8% | $74,478-45.7% |
| Participation rate | 97.1% | 59.6%+37.5pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 30.29% | 82.14%-51.8pp | 133.83%-103.5pp | 1370.56%-1340.3pp |
| Employer contribution / active EE | $5,437 | $1,267+329.2% | $2,421+124.5% | $2,626+107.0% |
| Participant deferral / active EE | $12,040 | $3,052+294.6% | $4,417+172.6% | $4,350+176.8% |
| Admin fee / account holder | $98 | $3,028-96.8% | $8,292-98.8% | $1,946-95.0% |