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 MANAGEMENT5 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $48,213 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $9,100 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,950 | $58,264+54.4% | $86,612+3.9% | $71,457+25.9% |
| Participation rate | 75.5% | 65.0%+10.5pp | 71.7%+3.8pp | 67.9%+7.6pp |
| Annual return | 15.36% | 21.63%-6.3pp | 591.07%-575.7pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,850 | $2,574+10.7% | $3,022-5.7% | $2,588+10.1% |
| Participant deferral / active EE | $4,637 | $3,436+34.9% | $4,438+4.5% | $4,289+8.1% |
| Admin fee / account holder | $487 | $1,057-54.0% | $5,614-91.3% | $1,587-69.3% |