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 COMPANY4 years Filed as: THE WASHINGTON TRUST CO Service code 27 · EIN 05-0235370 | Advisory (Plan) | $49,558 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$34,706 |
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 | $364,510 | $84,487+331.4% | $125,339+190.8% | $66,914+444.7% |
| Participation rate | 91.2% | 76.4%+14.8pp | 82.4%+8.9pp | 69.8%+21.4pp |
| Annual return | -18.53% | -8.39%-10.1pp | 572.05%-590.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $9,258 | $3,553+160.6% | $4,814+92.3% | $2,544+263.9% |
| Participant deferral / active EE | $9,829 | $6,781+44.9% | $7,446+32.0% | $4,237+132.0% |
| Admin fee / account holder | $352 | $685-48.6% | $10,010-96.5% | $593-40.6% |