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 5-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, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $9,131 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,969 | $79,013-57.0% | $100,391-66.2% | $74,495-54.4% |
| Participation rate | 90.3% | 79.5%+10.8pp | 81.5%+8.8pp | 67.2%+23.1pp |
| Annual return | 20.69% | 20.41%+0.3pp | 49.20%-28.5pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,641 | $7,760+50.0% | $8,082+44.0% | $4,346+167.9% |
| Admin fee / account holder | $51 | $1,320-96.1% | $7,899-99.4% | $1,942-97.4% |