Filed January 22, 2026 (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 LLC1 year Filed as: WELL AND GOOD, LLC Service code 20 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Trustee (individual) | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,912 | $94,833+26.4% | $75,696+58.4% | $86,799+38.1% |
| Participation rate | 96.9% | 79.1%+17.8pp | 74.8%+22.0pp | 72.3%+24.6pp |
| Annual return | 14.98% | 16.91%-1.9pp | 104.53%-89.5pp | 97.91%-82.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,677 | $3,632+166.5% | $3,821+153.2% | $4,131+134.3% |
| Admin fee / account holder | $80 | $109-26.5% | $3,619-97.8% | $170-52.9% |