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 |
|---|---|---|
WASHINGTON TRUST COMPANY2 years Filed as: THE WASHINGTON TRUST CO Service code 27 · EIN 05-0235370 | Advisory (Plan) | $48,955 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,856 |
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 | $446,406 | $99,957+346.6% | $149,696+198.2% | $73,488+507.5% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 17.55% | 53.87%-36.3pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $9,020 | $3,191+182.6% | $4,644+94.2% | $2,270+297.3% |
| Participant deferral / active EE | $8,599 | $6,073+41.6% | $6,842+25.7% | $3,740+130.0% |
| Admin fee / account holder | $375 | $551-31.9% | $9,309-96.0% | $513-26.9% |