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 NATIONAL BANK1 year Filed as: SECURITY FIANCIAL RESOURCES Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $6,899 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,361 | $55,453-48.9% | $170,442-83.4% | $62,292-54.5% |
| Participation rate | 28.8% | 66.4%-37.6pp | 83.6%-54.8pp | 69.5%-40.8pp |
| Annual return | 9.17% | 21.38%-12.2pp | 205.93%-196.8pp | 28.90%-19.7pp |
| Employer contribution / active EE | $810 | $2,164-62.6% | $5,433-85.1% | $2,042-60.3% |
| Participant deferral / active EE | $885 | $2,303-61.6% | $4,939-82.1% | $3,169-72.1% |
| Admin fee / account holder | $138 | $455-69.7% | $13,880-99.0% | $479-71.2% |