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 Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $0 |
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 | $30,626 | $55,453-44.8% | $170,442-82.0% | $62,292-50.8% |
| Participation rate | 47.8% | 66.4%-18.6pp | 83.6%-35.8pp | 69.5%-21.8pp |
| Annual return | 15.79% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $822 | $2,164-62.0% | $5,433-84.9% | $2,042-59.8% |
| Participant deferral / active EE | $1,962 | $2,303-14.8% | $4,939-60.3% | $3,169-38.1% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |