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 | Recordkeeping | $5,814 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,442 | $175,202-93.5% | $149,673-92.4% | $139,434-91.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 5.58% | 166.71%-161.1pp | 134.42%-128.8pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,176 | $5,474-60.3% | $4,818-54.8% | $4,751-54.2% |
| Participant deferral / active EE | $3,241 | $6,519-50.3% | $5,680-42.9% | $6,710-51.7% |
| Admin fee / account holder | $76 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |