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 9-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, LLC8 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $11,957 |
10 funds of $250K or more; 50 lines in all, holding $24.1M of the plan's $24.5M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $7.2M | 29.9% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $5.4M | 22.3% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $3.5M | 14.4% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund | $2.0M | 8.3% |
| iShares Core Total US Bond Market ETF BlackRock · ETF Index | $1.6M | 6.6% |
| ETF State Street Global SPDR Portfolio S&P 400 Mid Cap State Street (SSgA) · ETF Index | $1.3M | 5.4% |
| SPDR Portfolio S&P 600 Small CAP State Street (SSgA) · ETF Index | $979K | 4.1% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $365K | 1.5% |
| ETF Goldman Sachs Group, Goldman Sachs ActiveBeta US Large Goldman Sachs · ETF Index | $297K | 1.2% |
| iShares ESG Aware MSCI USA ETF BlackRock · ETF Index | $268K | 1.1% |
See the other 40 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,758 | $73,360-44.4% | $177,989-77.1% | $74,495-45.3% |
| Participation rate | 89.8% | 66.6%+23.2pp | 77.1%+12.8pp | 67.2%+22.6pp |
| Annual return | 14.43% | 17.49%-3.1pp | 294.48%-280.0pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16,177 | $4,513+258.4% | $6,276+157.8% | $4,346+272.3% |
| Admin fee / account holder | $20 | $1,808-98.9% | $10,363-99.8% | $1,942-99.0% |