Filed November 14, 2019
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 Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $2,452 |
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 | $70,633 | $60,795+16.2% | $69,455+1.7% | $65,185+8.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 19.36% | 17.46%+1.9pp | 28.97%-9.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $4,553 | $2,452+85.7% | $2,779+63.8% | $2,177+109.2% |
| Participant deferral / active EE | $5,154 | $3,162+63.0% | $3,535+45.8% | $3,514+46.7% |
| Admin fee / account holder | $23 | $314-92.5% | $3,839-99.4% | $847-97.2% |