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 MANAGEMENT6 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $58,410 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,931 | $60,323+82.2% | $81,812+34.4% | $74,495+47.6% |
| Participation rate | 67.4% | 62.9%+4.6pp | 72.3%-4.9pp | 67.2%+0.2pp |
| Annual return | 12.68% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,719 | $2,620+3.8% | $2,912-6.6% | $2,623+3.7% |
| Participant deferral / active EE | $4,330 | $3,387+27.8% | $4,319+0.3% | $4,346-0.4% |
| Admin fee / account holder | $642 | $1,486-56.8% | $7,386-91.3% | $1,942-66.9% |