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 4-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, LLC4+ years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $20,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,637 | $45,312-25.8% | $86,233-61.0% | $67,986-50.5% |
| Participation rate | 77.6% | 42.4%+35.1pp | 69.0%+8.5pp | 57.2%+20.3pp |
| Annual return | 24.17% | 24.79%-0.6pp | 61.39%-37.2pp | 31.67%-7.5pp |
| Employer contribution / active EE | $1,787 | $1,160+54.1% | $2,504-28.6% | $2,019-11.5% |
| Participant deferral / active EE | $6,606 | $2,185+202.4% | $4,559+44.9% | $3,358+96.7% |
| Admin fee / account holder | $59 | $3,295-98.2% | $8,342-99.3% | $3,203-98.2% |