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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: THE PENSION CENTER OF FLORIDA Service code 10 · EIN 59-3560915 | Accounting | $0 |
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 | $87,764 | $45,031+94.9% | $84,966+3.3% | $77,643+13.0% |
| Participation rate | 69.6% | 48.7%+20.9pp | 67.5%+2.1pp | 70.6%-1.0pp |
| Annual return | 12.56% | 79.22%-66.7pp | 66.38%-53.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,848 | $1,609+77.0% | $2,727+4.4% | $2,726+4.5% |
| Participant deferral / active EE | $6,650 | $2,807+136.9% | $4,519+47.2% | $4,647+43.1% |
| Admin fee / account holder | $319 | $912-65.1% | $6,149-94.8% | $430-26.0% |