Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH4 years Service code 15 · EIN 45-0436653 401 N 4TH ST. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $132,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,885 | $47,105+109.9% | $68,368+44.6% | $67,986+45.4% |
| Participation rate | 71.1% | 51.8%+19.3pp | 73.8%-2.7pp | 57.2%+13.8pp |
| Annual return | 12.66% | 48.37%-35.7pp | 292.57%-279.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $5,894 | $1,859+217.1% | $2,649+122.5% | $2,019+191.9% |
| Participant deferral / active EE | $2,056 | $2,374-13.4% | $4,123-50.1% | $3,358-38.8% |
| Admin fee / account holder | $575 | $2,435-76.4% | $5,150-88.8% | $3,203-82.0% |