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 WEALTH5 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $63,816 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,302 | $49,915-19.3% | $154,803-74.0% | $74,304-45.8% |
| Participation rate | 87.3% | 54.0%+33.3pp | 78.1%+9.2pp | 60.3%+26.9pp |
| Annual return | 17.70% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,739 | $1,611+132.0% | $4,305-13.2% | $2,241+66.8% |
| Participant deferral / active EE | $3,545 | $2,255+57.2% | $5,540-36.0% | $3,767-5.9% |
| Admin fee / account holder | $317 | $2,189-85.5% | $14,329-97.8% | $2,969-89.3% |