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, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $29,297 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,576 | $56,972-70.9% | $182,532-90.9% | $65,185-74.6% |
| Participation rate | 91.3% | 66.5%+24.8pp | 78.0%+13.3pp | 70.2%+21.1pp |
| Annual return | 36.64% | 27.67%+9.0pp | 148.54%-111.9pp | 29.38%+7.3pp |
| Employer contribution / active EE | $152 | $1,615-90.6% | $4,076-96.3% | $2,177-93.0% |
| Participant deferral / active EE | $7,534 | $3,526+113.7% | $5,524+36.4% | $3,514+114.4% |
| Admin fee / account holder | $76 | $528-85.6% | $8,592-99.1% | $847-91.0% |