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 6-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) | $14,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,338 | $109,881-49.6% | $150,045-63.1% | $84,808-34.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 19.86% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $7,051 | $3,561+98.0% | $4,693+50.2% | $2,631+168.0% |
| Participant deferral / active EE | $12,592 | $6,636+89.8% | $7,997+57.5% | $4,212+199.0% |
| Admin fee / account holder | $124 | $8,568-98.6% | $13,435-99.1% | $7,344-98.3% |