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) | $42,560 |
Filed as: ALPHA INVESTING CONSULTING GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $5,323 |
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 | $100,495 | $79,519+26.4% | $95,952+4.7% | $73,409+36.9% |
| Participation rate | 79.0% | 81.2%-2.1pp | 77.1%+2.0pp | 72.2%+6.9pp |
| Annual return | 13.91% | 19.20%-5.3pp | 91.61%-77.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,639 | $2,048-19.9% | $2,541-35.5% | $2,234-26.6% |
| Participant deferral / active EE | $3,402 | $4,138-17.8% | $4,167-18.3% | $3,805-10.6% |
| Admin fee / account holder | $189 | $184+2.3% | $6,795-97.2% | $158+19.4% |