Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,758 | $73,532-44.6% | $178,505-77.2% | $74,478-45.3% |
| Participation rate | 89.8% | 66.6%+23.2pp | 77.1%+12.7pp | 67.2%+22.6pp |
| Annual return | 14.43% | 17.49%-3.1pp | 27.16%-12.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,177 | $4,519+258.0% | $6,280+157.6% | $4,350+271.9% |
| Admin fee / account holder | $20 | $1,813-98.9% | $10,428-99.8% | $1,946-99.0% |