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 10-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 |
|---|---|---|
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 | Advisory (Plan) | $9,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,353 | $57,976+97.2% | $62,995+81.5% | $62,292+83.6% |
| Participation rate | 92.5% | 75.9%+16.6pp | 74.8%+17.7pp | 69.5%+23.0pp |
| Annual return | 14.86% | 17.54%-2.7pp | 87.57%-72.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $5,482 | $2,415+127.0% | $2,759+98.7% | $2,042+168.4% |
| Participant deferral / active EE | $5,197 | $2,956+75.8% | $3,329+56.1% | $3,169+64.0% |
| Admin fee / account holder | $31 | $276-88.8% | $3,600-99.1% | $479-93.5% |