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 COMPANY5 years Filed as: THE WASHINGTON TRUST CO Service code 26 · EIN 05-0235370 | Advisory (Participants) | $76,645 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,317 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,606 | $91,407+353.6% | $135,903+205.1% | $71,457+480.2% |
| Participation rate | 92.6% | 75.7%+16.9pp | 81.9%+10.7pp | 67.9%+24.6pp |
| Annual return | 17.39% | 29.90%-12.5pp | 68.23%-50.8pp | 28.85%-11.5pp |
| Employer contribution / active EE | $9,676 | $3,703+161.3% | $4,856+99.3% | $2,588+274.0% |
| Participant deferral / active EE | $9,853 | $7,092+38.9% | $7,758+27.0% | $4,289+129.7% |
| Admin fee / account holder | $506 | $1,266-60.0% | $10,762-95.3% | $1,587-68.1% |