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) | $27,035 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,118 |
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 | $111,636 | $65,376+70.8% | $87,100+28.2% | $65,185+71.3% |
| Participation rate | 98.2% | 75.3%+22.9pp | 76.9%+21.4pp | 70.2%+28.0pp |
| Annual return | 21.37% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,218 | $1,822+76.6% | $2,521+27.6% | $2,177+47.8% |
| Participant deferral / active EE | $2,201 | $3,388-35.1% | $4,049-45.6% | $3,514-37.4% |
| Admin fee / account holder | $230 | $520-55.7% | $7,497-96.9% | $847-72.8% |