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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BETTERMENT FOR BUSINESS LLC Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $31,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,049 | $16,790+347.0% | $64,489+16.4% | $67,986+10.4% |
| Participation rate | 98.4% | 62.4%+36.0pp | 67.7%+30.7pp | 57.2%+41.2pp |
| Annual return | 19.71% | 30.55%-10.8pp | 55.03%-35.3pp | 31.67%-12.0pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $16,687 | $1,510+1004.8% | $2,778+500.7% | $3,358+396.9% |
| Admin fee / account holder | $99 | $1,690-94.1% | $4,260-97.7% | $3,203-96.9% |