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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $10,564 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,485 | $102,385-23.3% | $147,080-46.6% | $80,935-3.0% |
| Participation rate | 86.3% | 75.9%+10.4pp | 82.2%+4.1pp | 67.7%+18.6pp |
| Annual return | 16.82% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,261 | $3,717-66.1% | $4,933-74.4% | $2,757-54.3% |
| Participant deferral / active EE | $13,800 | $6,651+107.5% | $8,066+71.1% | $4,299+221.0% |
| Admin fee / account holder | $103 | $7,951-98.7% | $12,989-99.2% | $6,924-98.5% |