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 9-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 |
|---|---|---|
Filed as: PETER HASTINGS INVESTMENT MANAGEMEN Service code 26 · EIN 91-1216229 | Advisory (Participants) | $18,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,352 | $51,197-13.4% | $82,719-46.4% | $66,914-33.7% |
| Participation rate | 26.9% | 67.8%-40.9pp | 72.6%-45.7pp | 69.8%-42.9pp |
| Annual return | -8.35% | -9.64%+1.3pp | 701.18%-709.5pp | 1.58%-9.9pp |
| Employer contribution / active EE | $534 | $2,611-79.6% | $3,009-82.3% | $2,544-79.0% |
| Participant deferral / active EE | $733 | $3,458-78.8% | $4,395-83.3% | $4,237-82.7% |
| Admin fee / account holder | $451 | $416+8.6% | $5,329-91.5% | $593-23.9% |