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 |
|---|---|---|
Filed as: WASHINGTON TRUST COMPANY OF WESTER Service code 55 23 BROAD ST · WESTERLY, RI 02891 | Other Commissions | $124,168 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,789 | $70,002+359.7% | $115,037+179.7% | $52,331+514.9% |
| Participation rate | 94.4% | 72.1%+22.3pp | 81.4%+13.1pp | 68.1%+26.3pp |
| Annual return | -0.04% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $7,297 | $2,715+168.8% | $4,608+58.4% | $1,882+287.8% |
| Participant deferral / active EE | $9,079 | $4,920+84.5% | $6,026+50.7% | $3,022+200.4% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |