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 |
|---|---|---|
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $27,014 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,978 | $36,916-64.8% | $156,549-91.7% | $57,658-77.5% |
| Participation rate | 97.3% | 63.4%+33.9pp | 84.0%+13.3pp | 70.2%+27.1pp |
| Annual return | 6.41% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,147 | $1,571-27.0% | $5,501-79.2% | $1,974-41.9% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $77 | $82-6.3% | $13,027-99.4% | $95-18.2% |