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) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,824 | $65,390+42.0% | $169,368-45.2% | $71,457+29.9% |
| Participation rate | 91.3% | 67.0%+24.4pp | 77.1%+14.2pp | 67.9%+23.4pp |
| Annual return | 18.80% | 21.31%-2.5pp | 405.60%-386.8pp | 28.85%-10.1pp |
| Employer contribution / active EE | $4,650 | $2,079+123.7% | $4,013+15.9% | $2,588+79.7% |
| Participant deferral / active EE | $9,852 | $4,367+125.6% | $6,221+58.4% | $4,289+129.7% |
| Admin fee / account holder | $104 | $1,324-92.2% | $9,003-98.8% | $1,587-93.5% |