See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ZIDD AGENCY, INC5+ years Service code 26 · EIN 20-3114266 1232 MEDINA ROAD · MEDINA, OH 44256 | Advisory (Participants) | $22,995 |
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 | $101,928 | $65,376+55.9% | $87,100+17.0% | $65,185+56.4% |
| Participation rate | 75.3% | 75.3%-0.1pp | 76.9%-1.6pp | 70.2%+5.1pp |
| Annual return | 20.56% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $4,142 | $1,822+127.3% | $2,521+64.3% | $2,177+90.3% |
| Participant deferral / active EE | $2,039 | $3,388-39.8% | $4,049-49.6% | $3,514-42.0% |
| Admin fee / account holder | $172 | $520-66.9% | $7,497-97.7% | $847-79.7% |