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 4-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) | $7,237 |
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 | $14,679 | $79,171-81.5% | $102,423-85.7% | $74,495-80.3% |
| Participation rate | 87.2% | 74.8%+12.4pp | 76.5%+10.7pp | 67.2%+20.0pp |
| Annual return | 13.37% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,076 | $4,415+37.6% | $5,053+20.3% | $4,346+39.8% |
| Admin fee / account holder | $33 | $2,001-98.3% | $9,451-99.6% | $1,942-98.3% |