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, LLC2 years Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $20,541 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,547 | $48,576-72.1% | $169,452-92.0% | $56,287-75.9% |
| Participation rate | 73.6% | 65.8%+7.8pp | 77.8%-4.2pp | 69.9%+3.8pp |
| Annual return | -2.04% | -2.51%+0.5pp | 1.83%-3.9pp | -9.96%+7.9pp |
| Employer contribution / active EE | $62 | $1,559-96.0% | $4,157-98.5% | $2,111-97.1% |
| Participant deferral / active EE | $6,422 | $3,275+96.1% | $5,277+21.7% | $3,350+91.7% |
| Admin fee / account holder | $76 | $435-82.6% | $9,110-99.2% | $521-85.5% |