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 WEALTH2 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $205,828 |
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 | $56,202 | $72,254-22.2% | $86,677-35.2% | $64,808-13.3% |
| Participation rate | 95.9% | 80.4%+15.5pp | 76.6%+19.4pp | 71.5%+24.5pp |
| Annual return | -15.48% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,424 | $2,393+1.3% | $2,836-14.5% | $2,506-3.3% |
| Participant deferral / active EE | $4,042 | $4,658-13.2% | $4,656-13.2% | $4,310-6.2% |
| Admin fee / account holder | $306 | $174+76.1% | $7,493-95.9% | $188+63.1% |