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 & CO10+ years Filed as: FAYEZ SAROFIM & CO. Service code 27 · EIN 74-1312679 | Advisory (Plan) | $27,984 |
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 | $17,979 | $49,915-64.0% | $154,803-88.4% | $74,304-75.8% |
| Participation rate | 98.3% | 54.0%+44.3pp | 78.1%+20.2pp | 60.3%+37.9pp |
| Annual return | 3.53% | 34.06%-30.5pp | 58.88%-55.4pp | 29.43%-25.9pp |
| Employer contribution / active EE | $1,478 | $1,611-8.3% | $4,305-65.7% | $2,241-34.0% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $180 | $2,189-91.8% | $14,329-98.7% | $2,969-93.9% |