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 & CO8+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $59,182 |
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 | $16,210 | $61,272-73.5% | $149,673-89.2% | $71,457-77.3% |
| Participation rate | 97.6% | 62.5%+35.1pp | 78.8%+18.9pp | 67.9%+29.7pp |
| Annual return | 8.55% | 35.85%-27.3pp | 134.42%-125.9pp | 28.85%-20.3pp |
| Employer contribution / active EE | $2,624 | $2,378+10.3% | $4,818-45.5% | $2,588+1.4% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $230 | $1,261-81.8% | $13,210-98.3% | $1,587-85.5% |