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 3-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 8 W. 24TH STREET 6TH FLOOR · NEW YORK, NY 10010 | Advisory (Plan) | $30,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,099 | $59,054-33.8% | $97,226-59.8% | $77,643-49.6% |
| Participation rate | 97.1% | 67.9%+29.2pp | 72.7%+24.4pp | 70.6%+26.6pp |
| Annual return | 36.40% | 16.96%+19.4pp | 75.13%-38.7pp | 31.24%+5.2pp |
| Employer contribution / active EE | $5,497 | $1,742+215.5% | $2,729+101.4% | $2,726+101.6% |
| Participant deferral / active EE | $11,840 | $3,930+201.3% | $4,264+177.7% | $4,647+154.8% |
| Admin fee / account holder | $52 | $346-84.9% | $5,654-99.1% | $430-87.9% |