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 10-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, LLC5 years Filed as: BETTERMENT FOR BUSINESS Service code 15 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $52,231 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,436 |
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 | $32,484 | $30,555+6.3% | $80,716-59.8% | $86,799-62.6% |
| Participation rate | 16.0% | 37.2%-21.2pp | 54.2%-38.2pp | 72.3%-56.3pp |
| Annual return | 15.06% | 30.35%-15.3pp | 87.28%-72.2pp | 97.91%-82.8pp |
| Employer contribution / active EE | $411 | $472-13.0% | $1,160-64.6% | $2,405-82.9% |
| Participant deferral / active EE | $606 | $1,050-42.3% | $2,146-71.8% | $4,131-85.3% |
| Admin fee / account holder | $276 | $135+103.7% | $3,380-91.8% | $170+62.7% |