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) | $24,876 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,181 |
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 | $112,768 | $73,638+53.1% | $95,952+17.5% | $73,488+53.4% |
| Participation rate | 97.1% | 76.2%+21.0pp | 77.1%+20.1pp | 70.7%+26.5pp |
| Annual return | 12.19% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,631 | $1,863+41.2% | $2,541+3.5% | $2,270+15.9% |
| Participant deferral / active EE | $1,916 | $3,617-47.0% | $4,167-54.0% | $3,740-48.8% |
| Admin fee / account holder | $223 | $482-53.8% | $6,795-96.7% | $513-56.6% |