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 & CO4+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $8,111 |
Annual investment return 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 | $16,847 | $52,953-68.2% | $172,739-90.2% | $65,185-74.2% |
| Participation rate | 97.4% | 66.2%+31.2pp | 82.6%+14.8pp | 70.2%+27.2pp |
| Annual return | 7.16% | 30.12%-23.0pp | 802.84%-795.7pp | 29.38%-22.2pp |
| Employer contribution / active EE | $1,709 | $2,190-22.0% | $5,143-66.8% | $2,177-21.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $130 | $472-72.4% | $13,954-99.1% | $847-84.6% |