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 |
|---|---|---|
SECURITY FINANCIAL RESOURCES3+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $1,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,266 | $46,173-28.0% | $170,442-80.5% | $69,631-52.2% |
| Participation rate | 23.9% | 63.9%-40.0pp | 83.6%-59.7pp | 70.7%-46.7pp |
| Annual return | 17.01% | 21.62%-4.6pp | 205.93%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $6 | $1,610-99.6% | $5,433-99.9% | $2,032-99.7% |
| Participant deferral / active EE | $1,139 | $2,080-45.2% | $4,939-76.9% | $3,224-64.7% |
| Admin fee / account holder | $17 | $116-85.0% | $13,880-99.9% | $110-84.3% |