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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) | $14,710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,941 | $45,119-38.1% | $85,126-67.2% | $74,429-62.5% |
| Participation rate | 73.8% | 49.4%+24.4pp | 67.5%+6.2pp | 67.2%+6.6pp |
| Annual return | 14.21% | 26.28%-12.1pp | 66.63%-52.4pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $2,344 | $1,460+60.5% | $2,731-14.2% | $2,625-10.7% |
| Participant deferral / active EE | $10,565 | $2,738+285.9% | $4,523+133.6% | $4,348+143.0% |
| Admin fee / account holder | $43 | $2,214-98.1% | $6,160-99.3% | $1,944-97.8% |