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 | $111,722 | $73,360+52.3% | $177,989-37.2% | $74,495+50.0% |
| Participation rate | 90.7% | 66.6%+24.1pp | 77.1%+13.6pp | 67.2%+23.5pp |
| Annual return | 13.36% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,938 | $2,216+122.8% | $3,949+25.1% | $2,623+88.3% |
| Participant deferral / active EE | $10,772 | $4,513+138.7% | $6,276+71.6% | $4,346+147.9% |
| Admin fee / account holder | $106 | $1,808-94.1% | $10,363-99.0% | $1,942-94.5% |