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 4-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 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $16,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,025 | $45,031-46.6% | $84,966-71.7% | $77,643-69.1% |
| Participation rate | 46.2% | 48.7%-2.5pp | 67.5%-21.3pp | 70.6%-24.4pp |
| Annual return | 21.99% | 79.22%-57.2pp | 66.38%-44.4pp | 31.24%-9.2pp |
| Employer contribution / active EE | $804 | $1,609-50.0% | $2,727-70.5% | $2,726-70.5% |
| Participant deferral / active EE | $2,814 | $2,807+0.2% | $4,519-37.7% | $4,647-39.5% |
| Admin fee / account holder | $88 | $912-90.3% | $6,149-98.6% | $430-79.5% |