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, 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,463 | $59,417-31.9% | $93,606-56.8% | $74,495-45.7% |
| Participation rate | 97.1% | 59.7%+37.4pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 30.29% | 81.83%-51.5pp | 133.20%-102.9pp | 1364.94%-1334.7pp |
| Employer contribution / active EE | $5,437 | $1,264+330.2% | $2,420+124.7% | $2,623+107.3% |
| Participant deferral / active EE | $12,040 | $3,050+294.8% | $4,411+172.9% | $4,346+177.1% |
| Admin fee / account holder | $98 | $3,021-96.8% | $8,285-98.8% | $1,942-95.0% |