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 |
|---|---|---|
ZIDD AGENCY, INC1+ years Service code 26 · EIN 20-3114266 1232 MEDINA ROAD · MEDINA, OH 44256 | Advisory (Participants) | $13,736 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,286 | $54,320+36.8% | $67,652+9.8% | $52,331+42.0% |
| Participation rate | 82.5% | 73.6%+8.9pp | 75.7%+6.9pp | 68.1%+14.4pp |
| Annual return | 2.84% | 6.81%-4.0pp | 6625.04%-6622.2pp | 4.54%-1.7pp |
| Employer contribution / active EE | $8,446 | $1,544+447.1% | $2,266+272.8% | $1,882+348.9% |
| Participant deferral / active EE | $2,173 | $2,950-26.3% | $3,560-39.0% | $3,022-28.1% |
| Admin fee / account holder | $154 | $527-70.8% | $4,821-96.8% | $592-74.1% |