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 6-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 ST · NEW YORK, NY 10010 | Advisory (Plan) | $14,759 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,419 | $64,612-54.5% | $86,436-66.0% | $64,808-54.6% |
| Participation rate | 97.2% | 81.5%+15.7pp | 80.3%+16.9pp | 71.5%+25.7pp |
| Annual return | -1.90% | 0.66%-2.6pp | 4394.89%-4396.8pp | 32.82%-34.7pp |
| Employer contribution / active EE | $3,238 | $2,744+18.0% | $3,769-14.1% | $2,506+29.2% |
| Participant deferral / active EE | $11,402 | $7,497+52.1% | $6,952+64.0% | $4,310+164.5% |
| Admin fee / account holder | $15 | $169-91.1% | $6,731-99.8% | $188-92.0% |