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| 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 | $85,515-58.3% | $112,040-68.2% | $67,986-47.6% |
| Participation rate | 87.9% | 68.2%+19.7pp | 76.5%+11.4pp | 57.2%+30.7pp |
| Annual return | 17.07% | 29.68%-12.6pp | 24.52%-7.4pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,297 | $2,191-40.8% | $2,954-56.1% | $2,019-35.7% |
| Participant deferral / active EE | $4,379 | $4,014+9.1% | $5,098-14.1% | $3,358+30.4% |
| Admin fee / account holder | $105 | $3,774-97.2% | $12,098-99.1% | $3,203-96.7% |