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) | $29,956 |
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 | $105,546 | $91,407+15.5% | $135,903-22.3% | $71,457+47.7% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.1pp | 67.9%+25.1pp |
| Annual return | 18.40% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,648 | $3,703-1.5% | $4,856-24.9% | $2,588+41.0% |
| Participant deferral / active EE | $7,280 | $7,092+2.6% | $7,758-6.2% | $4,289+69.7% |
| Admin fee / account holder | $199 | $1,266-84.2% | $10,762-98.1% | $1,587-87.4% |