Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $21,046 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,646 | $81,334-56.2% | $113,397-68.6% | $64,097-44.4% |
| Participation rate | 87.9% | 65.6%+22.3pp | 76.5%+11.4pp | 55.2%+32.7pp |
| Annual return | 17.07% | 32.50%-15.4pp | 23.20%-6.1pp | 34.64%-17.6pp |
| Employer contribution / active EE | $1,297 | $2,077-37.5% | $2,977-56.4% | $1,891-31.4% |
| Participant deferral / active EE | $4,379 | $3,795+15.4% | $5,076-13.7% | $3,080+42.2% |
| Admin fee / account holder | $105 | $4,208-97.5% | $11,957-99.1% | $3,454-97.0% |