Filed July 14, 2025
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC5 years Service code 27 1710 ADAMS STREET · MADISON, WI 53711 | Advisory (Plan) | $7,200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,563 | $42,910+64.4% | $60,919+15.8% | $68,490+3.0% |
| Participation rate | 95.6% | 66.8%+28.8pp | 73.1%+22.5pp | 67.9%+27.7pp |
| Annual return | -12.74% | -13.99%+1.3pp | 16.96%-29.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,502 | $1,978+127.6% | $2,704+66.5% | $2,597+73.4% |
| Participant deferral / active EE | $4,719 | $2,866+64.7% | $3,814+23.7% | $4,028+17.2% |
| Admin fee / account holder | $28 | $3,104-99.1% | $3,228-99.1% | $5,403-99.5% |