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, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $10,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,666 | $26,549-48.5% | $61,373-77.7% | $66,914-79.6% |
| Participation rate | 29.0% | 38.1%-9.1pp | 52.6%-23.5pp | 69.8%-40.8pp |
| Annual return | 4.40% | -16.21%+20.6pp | 338.61%-334.2pp | 1.58%+2.8pp |
| Employer contribution / active EE | $479 | $651-26.4% | $1,159-58.6% | $2,544-81.2% |
| Participant deferral / active EE | $822 | $1,338-38.6% | $2,125-61.3% | $4,237-80.6% |
| Admin fee / account holder | $144 | $409-64.8% | $2,130-93.3% | $593-75.8% |