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 |
|---|---|---|
PUNCH & ASSOCIATES2+ years Service code 27 · EIN 82-0566201 3601 WEST 76TH STREET · EDINA, MN 55435 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,360 | $56,629+142.6% | $77,999+76.1% | $55,167+149.0% |
| Participation rate | 83.1% | 73.3%+9.8pp | 75.5%+7.6pp | 69.0%+14.1pp |
| Annual return | 14.81% | 2866.98%-2852.2pp | 425.96%-411.2pp | 169.23%-154.4pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,180 | $467+153.0% | $5,480-78.5% | $504+134.2% |