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) | $18,697 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $2,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,395 | $84,936+31.2% | $111,297+0.1% | $79,386+40.3% |
| Participation rate | 88.5% | 75.9%+12.6pp | 77.3%+11.2pp | 70.7%+17.8pp |
| Annual return | 13.89% | 17.45%-3.6pp | 54.65%-40.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $3,174 | $1,979+60.4% | $2,731+16.2% | $2,427+30.7% |
| Participant deferral / active EE | $2,373 | $3,888-39.0% | $4,487-47.1% | $4,046-41.3% |
| Admin fee / account holder | $172 | $537-68.0% | $7,964-97.8% | $626-72.6% |