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 3-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, LLC2 years Service code 27 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $28,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,248 | $79,013-36.4% | $100,391-49.9% | $74,495-32.5% |
| Participation rate | 83.4% | 79.5%+4.0pp | 81.5%+2.0pp | 67.2%+16.2pp |
| Annual return | 25.77% | 20.41%+5.4pp | 49.20%-23.4pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,892 | $7,760+53.3% | $8,082+47.2% | $4,346+173.7% |
| Admin fee / account holder | $169 | $1,320-87.2% | $7,899-97.9% | $1,942-91.3% |