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 6-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, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $17,435 |
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 | $63,310 | $102,382-38.2% | $147,005-56.9% | $80,874-21.7% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.2%-3.0pp | 67.6%+11.5pp |
| Annual return | 13.17% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $5,681 | $3,715+52.9% | $4,934+15.1% | $2,756+106.1% |
| Participant deferral / active EE | $11,057 | $6,646+66.4% | $8,070+37.0% | $4,297+157.3% |
| Admin fee / account holder | $81 | $7,942-99.0% | $13,006-99.4% | $6,935-98.8% |