See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FAYEZ SAROFIM & CO6+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $35,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,924 | $61,156-69.1% | $185,823-89.8% | $79,386-76.2% |
| Participation rate | 96.4% | 66.6%+29.7pp | 81.7%+14.7pp | 70.7%+25.7pp |
| Annual return | 16.40% | 19.45%-3.1pp | 122.05%-105.7pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,019 | $2,321-13.0% | $5,167-60.9% | $2,427-16.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $170 | $710-76.0% | $16,237-99.0% | $626-72.8% |