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 RESOURCES6+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $25 |
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 | $27,049 | $52,293-48.3% | $178,490-84.8% | $73,409-63.2% |
| Participation rate | 44.4% | 65.3%-20.9pp | 81.9%-37.5pp | 72.2%-27.8pp |
| Annual return | 13.32% | 34.75%-21.4pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $145 | $1,735-91.6% | $5,011-97.1% | $2,234-93.5% |
| Participant deferral / active EE | $916 | $2,332-60.7% | $5,202-82.4% | $3,805-75.9% |
| Admin fee / account holder | $0 | $127-99.9% | $13,984-100.0% | $158-99.9% |