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 WEALTH1 year Service code 15 · EIN 45-0436653 401 N 4TH ST. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $117,908 |
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 | $54,917 | $47,722+15.1% | $82,719-33.6% | $64,808-15.3% |
| Participation rate | 79.2% | 67.6%+11.5pp | 72.6%+6.6pp | 71.5%+7.7pp |
| Annual return | -14.32% | -13.05%-1.3pp | 701.18%-715.5pp | 32.82%-47.1pp |
| Employer contribution / active EE | $4,909 | $2,179+125.3% | $3,009+63.2% | $2,506+95.9% |
| Participant deferral / active EE | $1,678 | $3,329-49.6% | $4,395-61.8% | $4,310-61.1% |
| Admin fee / account holder | $420 | $143+193.6% | $5,329-92.1% | $188+123.4% |