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 WEALTH2 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $45,564 |
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 | $50,179 | $65,557-23.5% | $64,056-21.7% | $71,457-29.8% |
| Participation rate | 89.1% | 73.2%+16.0pp | 72.3%+16.8pp | 67.9%+21.2pp |
| Annual return | 11.32% | 18.94%-7.6pp | 33.69%-22.4pp | 28.85%-17.5pp |
| Employer contribution / active EE | $2,547 | $2,669-4.5% | $2,747-7.2% | $2,588-1.6% |
| Participant deferral / active EE | $2,041 | $3,626-43.7% | $3,880-47.4% | $4,289-52.4% |
| Admin fee / account holder | $362 | $616-41.3% | $3,068-88.2% | $1,587-77.2% |