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 | Recordkeeping | $3,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,928 | $73,867-85.2% | $143,757-92.4% | $68,494-84.0% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -10.91% | 1.01%-11.9pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,460 | $3,184-54.1% | $4,951-70.5% | $2,596-43.8% |
| Participant deferral / active EE | $1,948 | $3,384-42.4% | $5,637-65.4% | $4,027-51.6% |
| Admin fee / account holder | $28 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |