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 10-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, LLC7 years Service code 15 · EIN 47-4872674 8 W. 24TH STREET FL 6 · NEW YORK, NY 10010 | Recordkeeping | $54,550 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,238 | $92,055-73.7% | $106,213-77.2% | $77,643-68.8% |
| Participation rate | 92.1% | 81.0%+11.1pp | 75.3%+16.8pp | 70.6%+21.5pp |
| Annual return | 11.84% | 17.91%-6.1pp | 116.14%-104.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,350 | $3,367-30.2% | $3,171-25.9% | $2,726-13.8% |
| Participant deferral / active EE | $4,083 | $5,386-24.2% | $5,016-18.6% | $4,647-12.2% |
| Admin fee / account holder | $98 | $219-55.0% | $11,033-99.1% | $430-77.1% |