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 WEALTH3 years Service code 15 · EIN 45-0436653 401 N 4TH STREET, SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $48,432 |
PLANNINGTEAM, INC.5 years Service code 26 · EIN 45-0450545 320 N 4TH STREET · BISMARCK, ND 58501 | Advisory (Participants) | $31,305 |
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 | $78,227 | $61,272+27.7% | $149,673-47.7% | $71,457+9.5% |
| Participation rate | 85.4% | 62.5%+22.9pp | 78.8%+6.6pp | 67.9%+17.5pp |
| Annual return | 16.50% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,751 | $2,378-26.4% | $4,818-63.7% | $2,588-32.3% |
| Participant deferral / active EE | $4,097 | $2,917+40.5% | $5,680-27.9% | $4,289-4.5% |
| Admin fee / account holder | $521 | $1,261-58.7% | $13,210-96.1% | $1,587-67.2% |