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 STREET, STE 301 · BISMARCK, ND 58501 | Recordkeeping | $107,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,204 | $62,624+29.7% | $177,989-54.4% | $77,643+4.6% |
| Participation rate | 91.4% | 66.8%+24.6pp | 77.1%+14.4pp | 70.6%+20.9pp |
| Annual return | 15.10% | 16.16%-1.1pp | 294.48%-279.4pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,813 | $1,909+152.1% | $3,949+21.9% | $2,726+76.6% |
| Participant deferral / active EE | $4,112 | $4,219-2.5% | $6,276-34.5% | $4,647-11.5% |
| Admin fee / account holder | $343 | $386-11.0% | $10,363-96.7% | $430-20.3% |