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 | $75,028 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $24,682 |
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 | $35,240 | $69,823-49.5% | $77,163-54.3% | $74,419-52.6% |
| Participation rate | 81.9% | 70.0%+11.9pp | 69.6%+12.4pp | 70.7%+11.2pp |
| Annual return | 24.07% | 19.98%+4.1pp | 37.87%-13.8pp | 34.38%-10.3pp |
| Employer contribution / active EE | $2,063 | $2,150-4.0% | $2,535-18.6% | $2,637-21.8% |
| Participant deferral / active EE | $3,127 | $3,558-12.1% | $3,833-18.4% | $4,528-31.0% |
| Admin fee / account holder | $235 | $398-41.0% | $5,472-95.7% | $348-32.6% |