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 | $763 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,208 | $65,061-55.1% | $143,757-79.7% | $66,914-56.3% |
| Participation rate | 22.4% | 65.2%-42.7pp | 80.3%-57.9pp | 69.8%-47.4pp |
| Annual return | -18.30% | -11.14%-7.2pp | -0.04%-18.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,463 | $2,919-49.9% | $5,637-74.0% | $4,237-65.5% |
| Admin fee / account holder | $19 | $502-96.2% | $14,673-99.9% | $593-96.8% |