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 COMPANY3 years Filed as: THE WASHINGTON TRUST CO Service code 27 · EIN 05-0235370 | Advisory (Plan) | $48,508 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,225 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510,039 | $104,475+388.2% | $159,436+219.9% | $79,386+542.5% |
| Participation rate | 88.3% | 76.6%+11.7pp | 82.8%+5.5pp | 70.7%+17.6pp |
| Annual return | 11.52% | 67.95%-56.4pp | 263.57%-252.0pp | 116.85%-105.3pp |
| Employer contribution / active EE | $9,088 | $3,417+166.0% | $4,829+88.2% | $2,427+274.4% |
| Participant deferral / active EE | $9,387 | $6,467+45.2% | $7,352+27.7% | $4,046+132.0% |
| Admin fee / account holder | $389 | $711-45.3% | $10,799-96.4% | $626-37.9% |