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 |
|---|---|---|
TRANSPORT WORKERS UNION2+ years Service code 15 2312 ARLINGTON DOWND RD · ARLINGTON, TX 76011 | Recordkeeping | $71,933 |
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 | $59,748 | $46,297+29.1% | $71,671-16.6% | $62,292-4.1% |
| Participation rate | 88.0% | 60.6%+27.3pp | 68.7%+19.2pp | 69.5%+18.5pp |
| Annual return | 13.13% | 22.32%-9.2pp | 20.65%-7.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $2,294 | $1,412+62.5% | $2,460-6.7% | $2,042+12.3% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $437 | $461-5.0% | $5,558-92.1% | $479-8.7% |