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, LLC4 years Filed as: BETTERMENT FOR BUSINESS Service code 15 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $39,527 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,245 | $29,369+9.8% | $77,482-58.4% | $73,409-56.1% |
| Participation rate | 15.6% | 37.9%-22.3pp | 54.2%-38.5pp | 72.2%-56.5pp |
| Annual return | 12.74% | 358.15%-345.4pp | 54.79%-42.0pp | 59.29%-46.6pp |
| Employer contribution / active EE | $344 | $406-15.2% | $986-65.1% | $2,234-84.6% |
| Participant deferral / active EE | $501 | $941-46.7% | $1,861-73.1% | $3,805-86.8% |
| Admin fee / account holder | $273 | $123+122.2% | $2,858-90.5% | $158+72.7% |