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) | $14,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,767 | $104,475-77.3% | $159,436-85.1% | $79,386-70.1% |
| Participation rate | 69.0% | 76.6%-7.6pp | 82.8%-13.8pp | 70.7%-1.7pp |
| Annual return | 34.19% | 67.95%-33.8pp | 263.57%-229.4pp | 116.85%-82.7pp |
| Employer contribution / active EE | $1,483 | $3,417-56.6% | $4,829-69.3% | $2,427-38.9% |
| Participant deferral / active EE | $6,218 | $6,467-3.9% | $7,352-15.4% | $4,046+53.7% |
| Admin fee / account holder | $86 | $711-87.9% | $10,799-99.2% | $626-86.2% |