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, LLC5 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $83,034 |
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 | $175,537 | $130,194+34.8% | $169,993+3.3% | $71,457+145.7% |
| Participation rate | 85.5% | 86.1%-0.7pp | 87.0%-1.5pp | 67.9%+17.5pp |
| Annual return | 17.24% | 20.37%-3.1pp | 53.37%-36.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,920 | $4,381-56.2% | $6,785-71.7% | $2,588-25.8% |
| Participant deferral / active EE | $14,920 | $6,923+115.5% | $10,408+43.4% | $4,289+247.9% |
| Admin fee / account holder | $464 | $966-52.0% | $12,815-96.4% | $1,587-70.8% |