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 & CO3+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $23,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,713 | $47,977-67.2% | $154,107-89.8% | $56,287-72.1% |
| Participation rate | 95.2% | 66.2%+29.1pp | 83.0%+12.2pp | 69.9%+25.4pp |
| Annual return | 9.82% | 3.54%+6.3pp | 735.12%-725.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $1,442 | $2,169-33.5% | $5,298-72.8% | $2,111-31.7% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $139 | $438-68.2% | $13,411-99.0% | $521-73.3% |