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 WEALTH4 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $89,631 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $30,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,972 | $66,457-41.4% | $81,382-52.1% | $77,643-49.8% |
| Participation rate | 82.9% | 68.7%+14.2pp | 69.5%+13.5pp | 70.6%+12.4pp |
| Annual return | 15.24% | 15.93%-0.7pp | 24.73%-9.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,858 | $2,159-14.0% | $2,463-24.6% | $2,726-31.8% |
| Participant deferral / active EE | $2,867 | $3,679-22.1% | $3,883-26.2% | $4,647-38.3% |
| Admin fee / account holder | $274 | $583-52.9% | $5,768-95.2% | $430-36.3% |