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 | $45,343+82.7% | $150,298-44.9% | $67,986+21.8% |
| Participation rate | 99.1% | 51.9%+47.2pp | 77.8%+21.3pp | 57.2%+41.8pp |
| Annual return | 11.13% | 33.28%-22.1pp | 62.79%-51.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $3,467 | $1,462+137.2% | $4,154-16.5% | $2,019+71.8% |
| Participant deferral / active EE | $6,948 | $2,055+238.1% | $5,453+27.4% | $3,358+106.9% |
| Admin fee / account holder | $619 | $2,250-72.5% | $14,116-95.6% | $3,203-80.7% |