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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $38,446 |
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 | $23,281 | $130,655-82.2% | $93,789-75.2% | $64,808-64.1% |
| Participation rate | 93.4% | 84.9%+8.6pp | 81.0%+12.5pp | 71.5%+22.0pp |
| Annual return | 28.72% | -14.04%+42.8pp | -11.33%+40.1pp | 32.82%-4.1pp |
| Employer contribution / active EE | $0 | $5,594-100.0% | $4,323-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,257 | $8,067+14.8% | $6,094+51.9% | $4,310+114.8% |
| Admin fee / account holder | $88 | $140-37.5% | $7,195-98.8% | $188-53.4% |