See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH4 years Service code 15 · EIN 45-0436653 | Recordkeeping | $55,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,435 | $59,417+18.5% | $93,606-24.8% | $74,495-5.4% |
| Participation rate | 88.2% | 59.7%+28.5pp | 68.7%+19.5pp | 67.2%+21.0pp |
| Annual return | 14.76% | 81.83%-67.1pp | 133.20%-118.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,066 | $1,264+63.5% | $2,420-14.6% | $2,623-21.2% |
| Participant deferral / active EE | $3,852 | $3,050+26.3% | $4,411-12.7% | $4,346-11.4% |
| Admin fee / account holder | $409 | $3,021-86.5% | $8,285-95.1% | $1,942-78.9% |