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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 | $45,126-38.1% | $85,187-67.2% | $74,459-62.5% |
| Participation rate | 73.8% | 49.4%+24.4pp | 67.5%+6.2pp | 67.2%+6.5pp |
| Annual return | 14.21% | 26.30%-12.1pp | 66.67%-52.5pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $2,344 | $1,460+60.5% | $2,732-14.2% | $2,626-10.7% |
| Participant deferral / active EE | $10,565 | $2,738+285.8% | $4,525+133.5% | $4,350+142.9% |
| Admin fee / account holder | $43 | $2,212-98.1% | $6,162-99.3% | $1,945-97.8% |