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 7-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, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $12,301 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,897 | $122,239-78.8% | $184,203-85.9% | $74,495-65.2% |
| Participation rate | 91.2% | 85.5%+5.7pp | 86.8%+4.4pp | 67.2%+24.0pp |
| Annual return | 20.14% | 19.95%+0.2pp | 28.81%-8.7pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,913 | $7,139+24.9% | $9,131-2.4% | $4,346+105.1% |
| Admin fee / account holder | $52 | $1,260-95.9% | $13,901-99.6% | $1,942-97.3% |