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, INC4+ years Service code 26 · EIN 20-3114266 1232 MEDINA ROAD · MEDINA, OH 44256 | Advisory (Participants) | $22,197 |
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 | $86,259 | $59,186+45.7% | $76,768+12.4% | $56,287+53.2% |
| Participation rate | 81.6% | 75.2%+6.4pp | 77.0%+4.6pp | 69.9%+11.7pp |
| Annual return | -4.79% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $7,254 | $1,759+312.5% | $2,485+191.9% | $2,111+243.6% |
| Participant deferral / active EE | $1,942 | $3,255-40.3% | $3,852-49.6% | $3,350-42.0% |
| Admin fee / account holder | $172 | $489-64.7% | $6,675-97.4% | $521-66.9% |