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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC1+ years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $5,494 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,314 | $29,525-95.5% | $56,033-97.7% | $77,736-98.3% |
| Participation rate | 82.5% | 32.7%+49.8pp | 52.5%+30.0pp | 70.6%+11.9pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1711.38%-1711.4pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,087 | $1,062+2.4% | $1,954-44.4% | $4,651-76.6% |
| Admin fee / account holder | $20 | $1,040-98.1% | $2,827-99.3% | $433-95.4% |