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 10-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, LLC8 years Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $138,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,179 | $122,259-55.7% | $147,005-63.1% | $199,768-72.9% |
| Participation rate | 54.8% | 78.3%-23.5pp | 82.2%-27.4pp | 72.0%-17.2pp |
| Annual return | 40.49% | 30.58%+9.9pp | 418.76%-378.3pp | 34.26%+6.2pp |
| Employer contribution / active EE | $2,105 | $4,097-48.6% | $4,934-57.3% | $3,037-30.7% |
| Participant deferral / active EE | $3,397 | $8,504-60.1% | $8,070-57.9% | $5,090-33.3% |
| Admin fee / account holder | $99 | $179-44.8% | $13,006-99.2% | $269-63.3% |