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 8-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) | $21,056 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $2,019 |
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 | $48,120 | $59,186-18.7% | $76,768-37.3% | $56,287-14.5% |
| Participation rate | 71.2% | 75.2%-4.0pp | 77.0%-5.8pp | 69.9%+1.3pp |
| Annual return | -6.38% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $842 | $1,759-52.1% | $2,485-66.1% | $2,111-60.1% |
| Participant deferral / active EE | $2,530 | $3,255-22.3% | $3,852-34.3% | $3,350-24.5% |
| Admin fee / account holder | $139 | $489-71.6% | $6,675-97.9% | $521-73.3% |