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 RESOURCES1+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $3,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,508 | $43,550-39.1% | $63,517-58.3% | $52,331-49.3% |
| Participation rate | 66.9% | 65.7%+1.2pp | 71.0%-4.1pp | 68.1%-1.2pp |
| Annual return | 0.51% | 2.03%-1.5pp | -70.30%+70.8pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,375 | $1,351+75.8% | $2,322+2.3% | $1,882+26.2% |
| Participant deferral / active EE | $3,404 | $2,254+51.1% | $2,953+15.3% | $3,022+12.6% |
| Admin fee / account holder | $31 | $387-92.0% | $5,892-99.5% | $592-94.8% |