Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,885 | $55,441-1.0% | $76,002-27.8% | $77,671-29.3% |
| Participation rate | 94.3% | 63.6%+30.7pp | 69.1%+25.3pp | 70.6%+23.8pp |
| Annual return | 14.53% | 17.08%-2.6pp | 360.07%-345.5pp | 31.21%-16.7pp |
| Employer contribution / active EE | $3,743 | $1,789+109.2% | $2,688+39.2% | $2,726+37.3% |
| Participant deferral / active EE | $12,531 | $3,451+263.1% | $4,257+194.4% | $4,648+169.6% |
| Admin fee / account holder | $92 | $407-77.4% | $6,414-98.6% | $430-78.7% |