See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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) | $40,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,885 | $55,416-1.0% | $75,972-27.8% | $77,643-29.3% |
| Participation rate | 94.3% | 63.6%+30.8pp | 69.1%+25.3pp | 70.6%+23.8pp |
| Annual return | 14.53% | 17.07%-2.5pp | 359.55%-345.0pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,743 | $1,788+109.4% | $2,685+39.4% | $2,726+37.3% |
| Participant deferral / active EE | $12,531 | $3,447+263.5% | $4,255+194.5% | $4,647+169.7% |
| Admin fee / account holder | $92 | $414-77.8% | $6,467-98.6% | $430-78.7% |