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 9-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+ years Service code 28 · EIN 27-0984119 | Investment Management | $9,000 |
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 | $100,803 | $68,408+47.4% | $57,179+76.3% | $57,658+74.8% |
| Participation rate | 97.0% | 79.1%+17.9pp | 75.3%+21.7pp | 70.2%+26.8pp |
| Annual return | 5.97% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $10,149 | $2,869+253.7% | $2,682+278.3% | $1,974+414.2% |
| Participant deferral / active EE | $1,546 | $2,903-46.7% | $3,096-50.1% | $3,061-49.5% |
| Admin fee / account holder | $13 | $70-80.7% | $3,139-99.6% | $95-85.8% |