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 WEALTH1 year Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $72,987 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $36,005 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,082 | $66,528-48.8% | $86,874-60.8% | $86,799-60.7% |
| Participation rate | 85.6% | 72.4%+13.2pp | 71.6%+14.0pp | 72.3%+13.3pp |
| Annual return | 14.81% | 19.56%-4.7pp | 63.52%-48.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,749 | $2,007-12.9% | $2,495-29.9% | $2,405-27.3% |
| Participant deferral / active EE | $2,592 | $3,240-20.0% | $3,699-29.9% | $4,131-37.3% |
| Admin fee / account holder | $269 | $148+81.7% | $5,828-95.4% | $170+58.7% |