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 WEALTH2 years Service code 15 · EIN 45-0436653 401 N 4TH STREET · BISMARCK, ND 58501 | Recordkeeping | $50,449 |
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 | $123,483 | $65,061+89.8% | $143,757-14.1% | $66,914+84.5% |
| Participation rate | 95.0% | 65.2%+29.9pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -10.51% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $6,148 | $2,361+160.4% | $4,951+24.2% | $2,544+141.6% |
| Participant deferral / active EE | $6,029 | $2,919+106.6% | $5,637+7.0% | $4,237+42.3% |
| Admin fee / account holder | $334 | $502-33.4% | $14,673-97.7% | $593-43.7% |