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, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $41,710 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,708 | $56,152-63.1% | $185,823-88.9% | $73,409-71.8% |
| Participation rate | 92.9% | 67.6%+25.3pp | 78.0%+14.9pp | 72.2%+20.7pp |
| Annual return | 17.83% | 17.59%+0.2pp | 35.95%-18.1pp | 59.29%-41.5pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,329 | $3,659+127.6% | $5,632+47.9% | $3,805+118.9% |
| Admin fee / account holder | $92 | $132-30.0% | $9,500-99.0% | $158-41.4% |