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 8-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, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $43,704 |
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.
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 | $24,742 | $104,475-76.3% | $159,436-84.5% | $79,386-68.8% |
| Participation rate | 93.6% | 76.6%+17.0pp | 82.8%+10.7pp | 70.7%+22.9pp |
| Annual return | 20.74% | 67.95%-47.2pp | 263.57%-242.8pp | 116.85%-96.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,449 | $6,467+61.6% | $7,352+42.1% | $4,046+158.3% |
| Admin fee / account holder | $136 | $711-80.9% | $10,799-98.7% | $626-78.3% |