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 RESOURCES5+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $50 |
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.
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 | $22,833 | $62,928-63.7% | $172,739-86.8% | $67,579-66.2% |
| Participation rate | 47.6% | 64.5%-16.8pp | 82.6%-35.0pp | 71.3%-23.7pp |
| Annual return | 20.90% | 30.36%-9.5pp | 802.84%-781.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $130 | $1,636-92.1% | $5,143-97.5% | $2,148-93.9% |
| Participant deferral / active EE | $795 | $2,145-62.9% | $5,198-84.7% | $3,539-77.5% |
| Admin fee / account holder | $0 | $167-99.8% | $13,954-100.0% | $142-99.8% |