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 STREET · BISMARCK, ND 58501 | Recordkeeping | $54,449 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,202 | $55,415+228.8% | $155,509+17.2% | $74,495+144.6% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 13.93% | 268.50%-254.6pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $7,401 | $2,267+226.5% | $4,672+58.4% | $2,623+182.2% |
| Participant deferral / active EE | $6,950 | $2,836+145.1% | $5,626+23.5% | $4,346+59.9% |
| Admin fee / account holder | $370 | $1,738-78.7% | $15,912-97.7% | $1,942-80.9% |