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 WEALTH2 years Service code 15 · EIN 45-0436653 401 N 4TH STREET, SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $50,540 |
PLANNINGTEAM, INC.4 years Service code 26 · EIN 45-0450545 320 N 4TH STREET · BISMARCK, ND 58501 | Advisory (Participants) | $32,796 |
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 | $62,770 | $65,061-3.5% | $143,757-56.3% | $66,914-6.2% |
| Participation rate | 88.5% | 65.2%+23.3pp | 80.3%+8.2pp | 69.8%+18.7pp |
| Annual return | -15.40% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,887 | $2,361-20.0% | $4,951-61.9% | $2,544-25.8% |
| Participant deferral / active EE | $4,381 | $2,919+50.1% | $5,637-22.3% | $4,237+3.4% |
| Admin fee / account holder | $533 | $502+6.2% | $14,673-96.4% | $593-10.1% |