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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,358 | $46,732-45.7% | $156,549-83.8% | $55,167-54.0% |
| Participation rate | 33.8% | 65.8%-32.0pp | 84.0%-50.2pp | 69.0%-35.2pp |
| Annual return | -1.44% | 17.72%-19.2pp | 32.23%-33.7pp | 169.23%-170.7pp |
| Employer contribution / active EE | $775 | $2,105-63.2% | $5,501-85.9% | $1,963-60.5% |
| Participant deferral / active EE | $893 | $2,204-59.5% | $4,871-81.7% | $3,054-70.7% |
| Admin fee / account holder | $9 | $418-97.8% | $13,027-99.9% | $504-98.1% |