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 RESOURCES1+ years Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $738 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,531 | $46,360-85.9% | $147,614-95.6% | $52,331-87.5% |
| Participation rate | 87.5% | 64.9%+22.6pp | 84.6%+2.9pp | 68.1%+19.4pp |
| Annual return | -1.39% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $677 | $2,126-68.1% | $5,564-87.8% | $1,882-64.0% |
| Participant deferral / active EE | $376 | $2,258-83.3% | $4,895-92.3% | $3,022-87.5% |
| Admin fee / account holder | $3 | $766-99.6% | $11,611-100.0% | $592-99.5% |