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 7-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) | $78,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,644 | $102,553+58.6% | $151,611+7.3% | $66,914+143.1% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.5%-87.5pp | 69.8%-69.8pp |
| Annual return | -14.46% | -10.82%-3.6pp | 3.33%-17.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,785 | $4,180-57.3% | $6,166-71.1% | $2,544-29.9% |
| Participant deferral / active EE | $12,827 | $6,641+93.2% | $8,363+53.4% | $4,237+202.7% |
| Admin fee / account holder | $494 | $630-21.6% | $11,616-95.7% | $593-16.7% |