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 LLC4 years Service code 27 1710 ADAMS STREET · MADISON, WI 53711 | Advisory (Plan) | $6,165 |
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 | $81,425 | $53,822+51.3% | $75,696+7.6% | $85,850-5.2% |
| Participation rate | 95.5% | 69.1%+26.4pp | 74.8%+20.7pp | 69.3%+26.2pp |
| Annual return | 13.77% | 24.54%-10.8pp | 104.53%-90.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $4,610 | $2,017+128.6% | $2,743+68.1% | $2,565+79.7% |
| Participant deferral / active EE | $5,192 | $2,895+79.3% | $3,821+35.9% | $3,952+31.4% |
| Admin fee / account holder | $24 | $3,343-99.3% | $3,619-99.3% | $6,260-99.6% |