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) | $21,470 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $1,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,607 | $65,376-10.4% | $87,100-32.7% | $65,185-10.1% |
| Participation rate | 68.5% | 75.3%-6.9pp | 76.9%-8.4pp | 70.2%-1.7pp |
| Annual return | 19.98% | 31.27%-11.3pp | 28.19%-8.2pp | 29.38%-9.4pp |
| Employer contribution / active EE | $792 | $1,822-56.5% | $2,521-68.6% | $2,177-63.6% |
| Participant deferral / active EE | $2,427 | $3,388-28.4% | $4,049-40.1% | $3,514-30.9% |
| Admin fee / account holder | $154 | $520-70.4% | $7,497-98.0% | $847-81.9% |