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| 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 | $73,459-44.5% | $178,528-77.2% | $74,429-45.2% |
| Participation rate | 89.8% | 66.5%+23.3pp | 77.1%+12.7pp | 67.2%+22.6pp |
| Annual return | 14.43% | 17.50%-3.1pp | 27.11%-12.7pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $16,177 | $4,515+258.3% | $6,278+157.7% | $4,348+272.0% |
| Admin fee / account holder | $20 | $1,812-98.9% | $10,419-99.8% | $1,944-99.0% |