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 ST. · BISMARCK, ND 58501 | Recordkeeping | $232,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,772 | $99,078-42.7% | $96,544-41.2% | $74,419-23.7% |
| Participation rate | 97.6% | 80.7%+16.9pp | 76.0%+21.6pp | 70.7%+26.8pp |
| Annual return | 18.69% | 22.48%-3.8pp | 25.84%-7.2pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,904 | $2,570+13.0% | $2,965-2.0% | $2,637+10.1% |
| Participant deferral / active EE | $4,251 | $4,933-13.8% | $4,851-12.4% | $4,528-6.1% |
| Admin fee / account holder | $280 | $225+24.4% | $8,252-96.6% | $348-19.6% |