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 |
|---|---|---|
BRAVERA WEALTH3 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $50,974 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 54913 | Investment Management | $32,012 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,838 | $49,915+66.0% | $154,803-46.5% | $74,304+11.5% |
| Participation rate | 99.1% | 54.0%+45.1pp | 78.1%+21.0pp | 60.3%+38.7pp |
| Annual return | 11.13% | 34.06%-22.9pp | 58.88%-47.8pp | 29.43%-18.3pp |
| Employer contribution / active EE | $3,467 | $1,611+115.2% | $4,305-19.5% | $2,241+54.7% |
| Participant deferral / active EE | $6,948 | $2,255+208.1% | $5,540+25.4% | $3,767+84.4% |
| Admin fee / account holder | $619 | $2,189-71.7% | $14,329-95.7% | $2,969-79.1% |