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 |
|---|---|---|
Filed as: THE PROSPERITY CONSULTING GROUP,LLC Service code 26 10055 RED RUN BLVD · OWINGS MILLS, MD 21117 | Advisory (Participants) | $21,566 |
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 | $72,178 | $89,652-19.5% | $141,162-48.9% | $65,185+10.7% |
| Participation rate | 80.9% | 74.7%+6.2pp | 82.5%-1.6pp | 70.2%+10.7pp |
| Annual return | 25.19% | 32.79%-7.6pp | 71.39%-46.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $1,033 | $3,065-66.3% | $4,735-78.2% | $2,177-52.6% |
| Participant deferral / active EE | $5,371 | $5,691-5.6% | $6,709-19.9% | $3,514+52.9% |
| Admin fee / account holder | $131 | $569-76.9% | $10,261-98.7% | $847-84.5% |