Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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) | $30,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,884 | $112,750-49.5% | $103,431-45.0% | $74,400-23.5% |
| Participation rate | 99.1% | 80.9%+18.2pp | 80.5%+18.6pp | 67.2%+31.9pp |
| Annual return | 17.58% | 23.22%-5.6pp | 23.92%-6.3pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $4,648 | $4,880-4.8% | $4,678-0.6% | $2,624+77.1% |
| Participant deferral / active EE | $9,324 | $7,289+27.9% | $6,625+40.8% | $4,348+114.4% |
| Admin fee / account holder | $217 | $1,702-87.3% | $9,412-97.7% | $1,944-88.9% |