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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 | $19,646+282.0% | $71,585+4.8% | $64,097+17.1% |
| Participation rate | 98.4% | 64.7%+33.7pp | 68.2%+30.2pp | 55.2%+43.2pp |
| Annual return | 19.71% | 36.81%-17.1pp | 59.26%-39.5pp | 34.64%-14.9pp |
| Employer contribution / active EE | $0 | $713-100.0% | $1,669-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $16,687 | $1,665+902.3% | $2,923+470.8% | $3,080+441.8% |
| Admin fee / account holder | $99 | $1,850-94.6% | $4,712-97.9% | $3,454-97.1% |