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) | $41,986 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $7,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,767 | $66,124+11.6% | $90,404-18.4% | $73,488+0.4% |
| Participation rate | 78.0% | 69.7%+8.4pp | 72.7%+5.3pp | 70.7%+7.4pp |
| Annual return | 17.60% | 17.65%-0.1pp | 1293.02%-1275.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,356 | $2,346+0.4% | $3,262-27.8% | $2,270+3.8% |
| Participant deferral / active EE | $3,912 | $3,039+28.7% | $3,963-1.3% | $3,740+4.6% |
| Admin fee / account holder | $369 | $396-6.9% | $5,611-93.4% | $513-28.1% |