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 RESOURCES3+ years Filed as: SECURTIY FINANCIAL RESOURCES Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $2,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,180 | $55,453-52.8% | $170,442-84.6% | $62,292-58.0% |
| Participation rate | 51.7% | 66.4%-14.7pp | 83.6%-31.9pp | 69.5%-17.9pp |
| Annual return | 13.21% | 21.38%-8.2pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $437 | $2,164-79.8% | $5,433-91.9% | $2,042-78.6% |
| Participant deferral / active EE | $1,412 | $2,303-38.7% | $4,939-71.4% | $3,169-55.4% |
| Admin fee / account holder | $21 | $455-95.3% | $13,880-99.8% | $479-95.6% |