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 4-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, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,198 | $108,919-59.4% | $100,391-56.0% | $145,922-69.7% |
| Participation rate | 93.3% | 82.9%+10.4pp | 81.5%+11.9pp | 80.3%+13.1pp |
| Annual return | 14.20% | 57.88%-43.7pp | 49.20%-35.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $7,403 | $4,419+67.5% | $3,942+87.8% | $4,660+58.9% |
| Participant deferral / active EE | $25,488 | $8,445+201.8% | $8,082+215.4% | $6,688+281.1% |
| Admin fee / account holder | $75 | $9,689-99.2% | $7,899-99.1% | $13,397-99.4% |