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 7-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 NATIONAL BANK3+ years Filed as: SECURITY BENEFIT Service code 15 · EIN 31-4156830 P.O. BOX 182835 · TOPEKA, KS 666750497 | Recordkeeping | $1,056 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156930 P.O. BOX 182835 · COLUMBUS, OH 43218 | Recordkeeping | $1,020 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $6,945 | $198,466-96.5% | $170,442-95.9% | $147,584-95.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.06% | 257.29%-246.2pp | 205.93%-194.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |