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 |
|---|---|---|
MASCAGNI WEALTH MANAGEMENT2 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $8,239 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,316 | $65,061-74.9% | $143,757-88.7% | $66,914-75.6% |
| Participation rate | 76.2% | 65.2%+11.0pp | 80.3%-4.1pp | 69.8%+6.4pp |
| Annual return | -20.06% | -11.14%-8.9pp | -0.04%-20.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,870 | $2,361-20.8% | $4,951-62.2% | $2,544-26.5% |
| Participant deferral / active EE | $3,925 | $2,919+34.5% | $5,637-30.4% | $4,237-7.4% |
| Admin fee / account holder | $105 | $502-79.1% | $14,673-99.3% | $593-82.4% |