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 WEALTH4 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $285,464 |
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 | $63,823 | $88,890-28.2% | $102,423-37.7% | $77,643-17.8% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 13.16% | 24.98%-11.8pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,124 | $2,698+15.8% | $3,023+3.3% | $2,726+14.6% |
| Participant deferral / active EE | $4,784 | $5,145-7.0% | $5,053-5.3% | $4,647+2.9% |
| Admin fee / account holder | $336 | $235+42.8% | $9,451-96.4% | $430-21.9% |