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, INC6+ years Service code 26 · EIN 20-3114266 1232 MEDINA ROAD · MEDINA, OH 44256 | Advisory (Participants) | $24,157 |
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 | $112,718 | $73,638+53.1% | $95,952+17.5% | $73,488+53.4% |
| Participation rate | 86.3% | 76.2%+10.2pp | 77.1%+9.2pp | 70.7%+15.6pp |
| Annual return | 14.73% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $7,290 | $1,863+291.3% | $2,541+186.9% | $2,270+221.1% |
| Participant deferral / active EE | $2,456 | $3,617-32.1% | $4,167-41.1% | $3,740-34.3% |
| Admin fee / account holder | $174 | $482-63.9% | $6,795-97.4% | $513-66.0% |