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 PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $36,397 |
Filed as: ALPHA INVESTING CONSULTING GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $5,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,632 | $84,936+39.7% | $111,297+6.6% | $79,386+49.4% |
| Participation rate | 80.7% | 75.9%+4.8pp | 77.3%+3.4pp | 70.7%+10.0pp |
| Annual return | 15.09% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,364 | $1,979+19.4% | $2,731-13.4% | $2,427-2.6% |
| Participant deferral / active EE | $4,968 | $3,888+27.8% | $4,487+10.7% | $4,046+22.8% |
| Admin fee / account holder | $181 | $537-66.4% | $7,964-97.7% | $626-71.2% |