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 | $74,910 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $28,266 |
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 | $26,832 | $56,503-52.5% | $70,092-61.7% | $64,808-58.6% |
| Participation rate | 87.4% | 70.5%+16.9pp | 70.5%+16.9pp | 71.5%+15.9pp |
| Annual return | -15.99% | -13.44%-2.5pp | 190.73%-206.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,881 | $2,046-8.1% | $2,559-26.5% | $2,506-24.9% |
| Participant deferral / active EE | $2,784 | $3,389-17.8% | $3,849-27.7% | $4,310-35.4% |
| Admin fee / account holder | $237 | $160+47.6% | $6,267-96.2% | $188+26.0% |