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 UNION4+ years Service code 14 2212 ARLINGTON DOWND RD · ARLINGTON, TX 76011 | Plan Administrator | $64,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,483 | $47,922+47.1% | $75,886-7.1% | $65,185+8.1% |
| Participation rate | 85.9% | 63.0%+22.9pp | 69.3%+16.6pp | 70.2%+15.7pp |
| Annual return | 6.17% | 24.12%-17.9pp | 30.76%-24.6pp | 29.38%-23.2pp |
| Employer contribution / active EE | $2,436 | $1,557+56.4% | $2,500-2.6% | $2,177+11.9% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $425 | $532-20.1% | $5,418-92.2% | $847-49.8% |