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 LLC5 years Service code 27 1710 ADAMS STREET · MADISON, WI 53711 | Advisory (Plan) | $7,200 |
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 | $70,563 | $42,894+64.5% | $60,874+15.9% | $68,494+3.0% |
| Participation rate | 95.6% | 66.8%+28.8pp | 73.1%+22.5pp | 67.9%+27.7pp |
| Annual return | -12.74% | -13.98%+1.2pp | 16.90%-29.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,502 | $1,978+127.6% | $2,701+66.7% | $2,596+73.4% |
| Participant deferral / active EE | $4,719 | $2,867+64.6% | $3,817+23.7% | $4,027+17.2% |
| Admin fee / account holder | $28 | $3,101-99.1% | $3,224-99.1% | $5,403-99.5% |