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 3-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, LLC2 years Service code 27 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $12,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,210 | $55,472-52.8% | $155,567-83.2% | $74,546-64.8% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.2pp | 67.2%+28.1pp |
| Annual return | 23.40% | 268.72%-245.3pp | 64.74%-41.3pp | 1366.03%-1342.6pp |
| Employer contribution / active EE | $1,408 | $2,269-37.9% | $4,674-69.9% | $2,624-46.3% |
| Participant deferral / active EE | $6,359 | $2,838+124.1% | $5,628+13.0% | $4,347+46.3% |
| Admin fee / account holder | $55 | $1,743-96.8% | $15,916-99.7% | $1,944-97.2% |