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, LLC6 years Filed as: BETTERMENT FOR BUSINESS Service code 15 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $47,896 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $5,474 |
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 | $25,891 | $30,086-13.9% | $61,373-57.8% | $64,808-60.0% |
| Participation rate | 16.8% | 36.4%-19.6pp | 52.6%-35.8pp | 71.5%-54.7pp |
| Annual return | -15.36% | -13.99%-1.4pp | 338.61%-354.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $489 | $536-8.8% | $1,159-57.8% | $2,506-80.5% |
| Participant deferral / active EE | $693 | $1,126-38.5% | $2,125-67.4% | $4,310-83.9% |
| Admin fee / account holder | $243 | $148+63.8% | $2,130-88.6% | $188+29.2% |