See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPITAL CITY INVESTMENTS4 years Service code 26 1301 METROPOLITAN BOULEVARD · TALLAHASSEE, FL 32308 | Advisory (Participants) | $36,190 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 14 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $24,565 |
BPAS4 years Filed as: BPAS (TPA-GR) Service code 27 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $7,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,638 | $65,061+30.1% | $143,757-41.1% | $66,914+26.5% |
| Participation rate | 60.7% | 65.2%-4.4pp | 80.3%-19.6pp | 69.8%-9.1pp |
| Annual return | -15.21% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,156 | $2,361-8.7% | $4,951-56.4% | $2,544-15.2% |
| Participant deferral / active EE | $3,491 | $2,919+19.6% | $5,637-38.1% | $4,237-17.6% |
| Admin fee / account holder | $590 | $502+17.5% | $14,673-96.0% | $593-0.6% |