See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MASCAGNI WEALTH MANAGEMENT4 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $17,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,839 | $55,415-44.3% | $155,509-80.2% | $74,495-58.6% |
| Participation rate | 74.8% | 61.9%+12.9pp | 78.2%-3.4pp | 67.2%+7.6pp |
| Annual return | 14.99% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,853 | $2,267-18.3% | $4,672-60.3% | $2,623-29.4% |
| Participant deferral / active EE | $3,934 | $2,836+38.7% | $5,626-30.1% | $4,346-9.5% |
| Admin fee / account holder | $157 | $1,738-91.0% | $15,912-99.0% | $1,942-91.9% |