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 MANAGEMENT4 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $46,442 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $7,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,295 | $51,197+56.8% | $82,719-2.9% | $66,914+20.0% |
| Participation rate | 79.1% | 67.8%+11.3pp | 72.6%+6.5pp | 69.8%+9.3pp |
| Annual return | -22.74% | -9.64%-13.1pp | 701.18%-723.9pp | 1.58%-24.3pp |
| Employer contribution / active EE | $3,409 | $2,611+30.6% | $3,009+13.3% | $2,544+34.0% |
| Participant deferral / active EE | $5,034 | $3,458+45.6% | $4,395+14.5% | $4,237+18.8% |
| Admin fee / account holder | $477 | $416+14.8% | $5,329-91.0% | $593-19.6% |