Filed September 15, 2025 (most recent of 4 filings on file)
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 LLC2 years Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $6,350 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,003 |
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 | $142,146 | $65,322+117.6% | $70,449+101.8% | $73,488+93.4% |
| Participation rate | 74.8% | 77.0%-2.1pp | 75.1%-0.3pp | 70.7%+4.1pp |
| Annual return | 38.54% | 15.71%+22.8pp | 109.03%-70.5pp | 28.51%+10.0pp |
| Employer contribution / active EE | $8,270 | $2,460+236.2% | $2,737+202.2% | $2,270+264.3% |
| Participant deferral / active EE | $3,740 | $3,375+10.8% | $3,709+0.9% | $3,7400% |
| Admin fee / account holder | $36 | $214-83.3% | $3,845-99.1% | $513-93.0% |