Filed August 22, 2025 (most recent of 3 filings on file)
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 LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,947 | $55,002+21.7% | $59,878+11.8% | $56,287+18.9% |
| Participation rate | 65.1% | 75.9%-10.9pp | 74.7%-9.6pp | 69.9%-4.8pp |
| Annual return | -3.09% | 1.13%-4.2pp | 3.46%-6.6pp | -9.96%+6.9pp |
| Employer contribution / active EE | $3,587 | $2,448+46.5% | $2,722+31.8% | $2,111+69.9% |
| Participant deferral / active EE | $2,503 | $3,121-19.8% | $3,402-26.4% | $3,350-25.3% |
| Admin fee / account holder | $22 | $236-90.6% | $3,590-99.4% | $521-95.7% |