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, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $9,423 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,261 | $102,382-54.8% | $147,005-68.5% | $80,874-42.8% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 17.09% | 134.89%-117.8pp | 418.76%-401.7pp | 35.62%-18.5pp |
| Employer contribution / active EE | $5,786 | $3,715+55.7% | $4,934+17.3% | $2,756+110.0% |
| Participant deferral / active EE | $9,971 | $6,646+50.0% | $8,070+23.6% | $4,297+132.0% |
| Admin fee / account holder | $77 | $7,942-99.0% | $13,006-99.4% | $6,935-98.9% |