See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH5 years Service code 15 · EIN 45-0436653 401 N 4TH STREET, SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $64,148 |
PLANNINGTEAM, INC.7 years Service code 26 · EIN 45-0450545 320 N 4TH STREET · BISMARCK, ND 58501 | Advisory (Participants) | $41,105 |
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 | $102,719 | $49,915+105.8% | $154,803-33.6% | $74,304+38.2% |
| Participation rate | 89.0% | 54.0%+35.0pp | 78.1%+10.9pp | 60.3%+28.6pp |
| Annual return | 16.17% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,022 | $1,611+25.5% | $4,305-53.0% | $2,241-9.8% |
| Participant deferral / active EE | $5,439 | $2,255+141.2% | $5,540-1.8% | $3,767+44.4% |
| Admin fee / account holder | $649 | $2,189-70.4% | $14,329-95.5% | $2,969-78.1% |