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 |
|---|---|---|
Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $28,178 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,397 |
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 | $95,709 | $59,186+61.7% | $76,768+24.7% | $56,287+70.0% |
| Participation rate | 97.5% | 75.2%+22.3pp | 77.0%+20.5pp | 69.9%+27.6pp |
| Annual return | -4.79% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,277 | $1,759+86.4% | $2,485+31.9% | $2,111+55.2% |
| Participant deferral / active EE | $2,296 | $3,255-29.5% | $3,852-40.4% | $3,350-31.5% |
| Admin fee / account holder | $236 | $489-51.8% | $6,675-96.5% | $521-54.8% |