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 & CO5+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $32,541 |
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 | $19,612 | $58,879-66.7% | $178,490-89.0% | $73,488-73.3% |
| Participation rate | 98.2% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 19.31% | 24.86%-5.5pp | 151.07%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,007 | $2,236-10.2% | $5,011-59.9% | $2,270-11.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $160 | $400-59.9% | $13,984-98.9% | $513-68.7% |