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 | $51,083 |
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 | $48,115 | $48,230-0.2% | $67,502-28.7% | $80,856-40.5% |
| Participation rate | 90.5% | 66.4%+24.2pp | 72.9%+17.7pp | 67.6%+22.9pp |
| Annual return | 9.51% | 18.28%-8.8pp | 3512.12%-3502.6pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,705 | $2,020+33.9% | $2,731-1.0% | $2,755-1.8% |
| Participant deferral / active EE | $2,124 | $2,924-27.3% | $4,000-46.9% | $4,296-50.6% |
| Admin fee / account holder | $368 | $3,681-90.0% | $3,998-90.8% | $6,918-94.7% |