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 |
|---|---|---|
THE PROSPERITY CONSULTING GROUP, LL10+ years Filed as: THE PROSPERITY CONSULTING GROUP,LLC Service code 26 10055 RED RUN BLVD · OWINGS MILLS, MD 21117 | Advisory (Participants) | $36,542 |
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 | $113,210 | $101,317+11.7% | $146,958-23.0% | $74,495+52.0% |
| Participation rate | 93.4% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 13.56% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,990 | $3,810+4.7% | $4,933-19.1% | $2,623+52.1% |
| Participant deferral / active EE | $6,833 | $7,303-6.4% | $8,070-15.3% | $4,346+57.2% |
| Admin fee / account holder | $230 | $1,739-86.8% | $12,998-98.2% | $1,942-88.2% |