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 10-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, LLC5 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $57,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,052 | $130,194-69.2% | $169,993-76.4% | $71,457-44.0% |
| Participation rate | 94.2% | 86.1%+8.0pp | 87.0%+7.2pp | 67.9%+26.2pp |
| Annual return | 14.86% | 20.37%-5.5pp | 53.37%-38.5pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,656 | $4,381-39.4% | $6,785-60.9% | $2,588+2.6% |
| Participant deferral / active EE | $4,682 | $6,923-32.4% | $10,408-55.0% | $4,289+9.2% |
| Admin fee / account holder | $204 | $966-78.9% | $12,815-98.4% | $1,587-87.2% |