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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $11,937 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $1,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,458 | $84,936-15.9% | $111,297-35.8% | $79,386-10.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 77.3%-10.6pp | 70.7%-4.0pp |
| Annual return | 12.83% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $839 | $1,979-57.6% | $2,731-69.3% | $2,427-65.4% |
| Participant deferral / active EE | $2,438 | $3,888-37.3% | $4,487-45.7% | $4,046-39.7% |
| Admin fee / account holder | $112 | $537-79.1% | $7,964-98.6% | $626-82.1% |