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, LLC6 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $74,366 |
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 | $190,941 | $122,239+56.2% | $184,203+3.7% | $74,495+156.3% |
| Participation rate | 87.7% | 85.5%+2.2pp | 86.8%+0.9pp | 67.2%+20.5pp |
| Annual return | 14.14% | 19.95%-5.8pp | 28.81%-14.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,017 | $4,537-55.6% | $6,427-68.6% | $2,623-23.1% |
| Participant deferral / active EE | $14,236 | $7,139+99.4% | $9,131+55.9% | $4,346+227.6% |
| Admin fee / account holder | $385 | $1,260-69.4% | $13,901-97.2% | $1,942-80.2% |