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 COMPANY6 years Filed as: THE WASHINGTON TRUST CO Service code 27 · EIN 05-0235370 | Advisory (Plan) | $46,852 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,357 |
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 | $400,471 | $101,317+295.3% | $146,958+172.5% | $74,495+437.6% |
| Participation rate | 91.9% | 75.5%+16.3pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 13.78% | 8730.91%-8717.1pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $9,739 | $3,810+155.6% | $4,933+97.4% | $2,623+271.3% |
| Participant deferral / active EE | $9,948 | $7,303+36.2% | $8,070+23.3% | $4,346+128.9% |
| Admin fee / account holder | $309 | $1,739-82.2% | $12,998-97.6% | $1,942-84.1% |