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) | $29,952 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,147 | $104,475-14.7% | $159,436-44.1% | $79,386+12.3% |
| Participation rate | 88.1% | 76.6%+11.4pp | 82.8%+5.2pp | 70.7%+17.3pp |
| Annual return | 13.60% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,149 | $3,417-66.4% | $4,829-76.2% | $2,427-52.7% |
| Participant deferral / active EE | $6,213 | $6,467-3.9% | $7,352-15.5% | $4,046+53.6% |
| Admin fee / account holder | $172 | $711-75.8% | $10,799-98.4% | $626-72.5% |