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| 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% | $103,464-45.0% | $74,546-23.7% |
| Participation rate | 99.1% | 80.9%+18.2pp | 80.5%+18.6pp | 67.2%+31.9pp |
| Annual return | 17.58% | 23.22%-5.6pp | 23.91%-6.3pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $4,648 | $4,880-4.8% | $4,677-0.6% | $2,624+77.1% |
| Participant deferral / active EE | $9,324 | $7,289+27.9% | $6,624+40.8% | $4,347+114.5% |
| Admin fee / account holder | $217 | $1,702-87.3% | $9,410-97.7% | $1,944-88.9% |