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 RESOURCES2+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $29 |
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 | $27,044 | $46,732-42.1% | $156,549-82.7% | $55,167-51.0% |
| Participation rate | 40.5% | 65.8%-25.3pp | 84.0%-43.6pp | 69.0%-28.5pp |
| Annual return | 10.85% | 17.72%-6.9pp | 32.23%-21.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $393 | $2,105-81.3% | $5,501-92.9% | $1,963-80.0% |
| Participant deferral / active EE | $1,635 | $2,204-25.8% | $4,871-66.4% | $3,054-46.5% |
| Admin fee / account holder | $0 | $418-99.9% | $13,027-100.0% | $504-99.9% |