Filed July 14, 2025
Total covered: 2 employees
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 Service code 27 1710 ADAMS STREET · MADISON, WI 53711 | Advisory (Plan) | $6,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,663 | $45,073+54.6% | $69,455+0.3% | $72,985-4.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.60% | 22.65%-5.0pp | 28.97%-11.4pp | 81.00%-63.4pp |
| Employer contribution / active EE | $3,752 | $2,054+82.7% | $2,779+35.0% | $2,440+53.8% |
| Participant deferral / active EE | $4,345 | $2,602+67.0% | $3,535+22.9% | $3,607+20.4% |
| Admin fee / account holder | $25 | $3,056-99.2% | $3,839-99.4% | $5,124-99.5% |