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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $55,892 |
WASHINGTON TRUST COMPANY1 year Filed as: THE WASHINGTON TRUST CO Service code 27 · EIN 05-0235370 | Advisory (Plan) | $49,109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $399,600 | $89,652+345.7% | $141,162+183.1% | $65,185+513.0% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.5%+10.5pp | 70.2%+22.8pp |
| Annual return | 23.49% | 32.79%-9.3pp | 71.39%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $6,933 | $3,065+126.2% | $4,735+46.4% | $2,177+218.5% |
| Participant deferral / active EE | $9,296 | $5,691+63.3% | $6,709+38.6% | $3,514+164.6% |
| Admin fee / account holder | $378 | $569-33.6% | $10,261-96.3% | $847-55.4% |