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 & CO7+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $31,404 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,355 | $65,061-76.4% | $143,757-89.3% | $66,914-77.1% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.2pp | 69.8%+26.7pp |
| Annual return | -12.06% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,298 | $2,361-2.7% | $4,951-53.6% | $2,544-9.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $336 | $502-33.0% | $14,673-97.7% | $593-43.3% |