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) | $28,734 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,048 | $84,487-4.1% | $125,339-35.3% | $66,914+21.1% |
| Participation rate | 91.5% | 76.4%+15.1pp | 82.4%+9.1pp | 69.8%+21.7pp |
| Annual return | -18.90% | -8.39%-10.5pp | 572.05%-591.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $2,175 | $3,553-38.8% | $4,814-54.8% | $2,544-14.5% |
| Participant deferral / active EE | $6,779 | $6,7810% | $7,446-9.0% | $4,237+60.0% |
| Admin fee / account holder | $184 | $685-73.2% | $10,010-98.2% | $593-69.0% |