Filed February 28, 2025
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 LLC3 years Filed as: WELL AND GOOD, LLC Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,482 | $84,948-28.8% | $70,449-14.1% | $73,409-17.6% |
| Participation rate | 97.3% | 79.9%+17.4pp | 75.1%+22.2pp | 72.2%+25.1pp |
| Annual return | 4.77% | 13.39%-8.6pp | 109.03%-104.3pp | 59.29%-54.5pp |
| Employer contribution / active EE | $3,138 | $2,834+10.7% | $2,737+14.7% | $2,234+40.5% |
| Participant deferral / active EE | $4,482 | $3,387+32.3% | $3,709+20.9% | $3,805+17.8% |
| Admin fee / account holder | $32 | $98-67.4% | $3,845-99.2% | $158-79.8% |