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 UNION5+ years Service code 14 2212 ARLINGTON DOWND RD · ARLINGTON, TX 76011 | Plan Administrator | $54,006 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $516 |
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 | $62,829 | $55,636+12.9% | $81,983-23.4% | $73,488-14.5% |
| Participation rate | 83.0% | 62.3%+20.7pp | 69.2%+13.7pp | 70.7%+12.3pp |
| Annual return | 4.06% | 19.07%-15.0pp | 41.31%-37.2pp | 28.51%-24.4pp |
| Employer contribution / active EE | $2,343 | $1,625+44.2% | $2,498-6.2% | $2,270+3.2% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $336 | $493-31.7% | $5,664-94.1% | $513-34.4% |