See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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) | $17,460 |
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 | $36,545 | $80,673-54.7% | $101,326-63.9% | $84,808-56.9% |
| Participation rate | 95.5% | 77.8%+17.7pp | 81.5%+14.0pp | 68.3%+27.2pp |
| Annual return | 26.00% | 38.95%-13.0pp | 36.82%-10.8pp | 40.90%-14.9pp |
| Employer contribution / active EE | $2,404 | $2,698-10.9% | $3,665-34.4% | $2,631-8.6% |
| Participant deferral / active EE | $14,684 | $6,840+114.7% | $7,994+83.7% | $4,212+248.7% |
| Admin fee / account holder | $77 | $12,784-99.4% | $11,185-99.3% | $7,344-99.0% |