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 |
|---|---|---|
Filed as: HOHIMER WEALTH MANAGEMENT, LLC Service code 26 · EIN 83-2676110 | Advisory (Participants) | $23,456 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $14,174 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,877 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,357 | $92,090-71.4% | $106,201-75.2% | $77,671-66.1% |
| Participation rate | 76.1% | 81.0%-5.0pp | 75.3%+0.8pp | 70.6%+5.5pp |
| Annual return | 12.41% | 17.89%-5.5pp | 116.26%-103.9pp | 31.21%-18.8pp |
| Employer contribution / active EE | $1,802 | $3,368-46.5% | $3,170-43.2% | $2,726-33.9% |
| Participant deferral / active EE | $2,907 | $5,386-46.0% | $5,012-42.0% | $4,648-37.5% |
| Admin fee / account holder | $295 | $219+34.6% | $11,039-97.3% | $430-31.5% |