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 10-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, LLC7 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $60,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,097 | $132,049-43.9% | $200,582-63.1% | $74,304-0.3% |
| Participation rate | 92.8% | 84.1%+8.7pp | 86.9%+5.9pp | 60.3%+32.5pp |
| Annual return | 17.02% | 22.22%-5.2pp | 42.33%-25.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,123 | $4,558-53.4% | $6,419-66.9% | $2,241-5.3% |
| Participant deferral / active EE | $4,300 | $7,213-40.4% | $9,331-53.9% | $3,767+14.1% |
| Admin fee / account holder | $341 | $2,405-85.8% | $16,305-97.9% | $2,969-88.5% |