See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOHIMER WEALTH MGMT LLC Service code 26 · EIN 83-2676110 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,503 | $62,132+16.7% | $185,823-61.0% | $73,488-1.3% |
| Participation rate | 91.6% | 67.8%+23.8pp | 78.0%+13.5pp | 70.7%+20.9pp |
| Annual return | 16.10% | 20.44%-4.3pp | 35.95%-19.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,569 | $1,681+112.3% | $4,087-12.7% | $2,270+57.2% |
| Participant deferral / active EE | $7,364 | $3,711+98.4% | $5,632+30.7% | $3,740+96.9% |
| Admin fee / account holder | $103 | $419-75.5% | $9,500-98.9% | $513-80.0% |