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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 ST. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $109,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,964 | $52,208+30.2% | $86,612-21.5% | $74,419-8.7% |
| Participation rate | 77.5% | 66.3%+11.2pp | 71.7%+5.8pp | 70.7%+6.8pp |
| Annual return | 10.79% | 44.46%-33.7pp | 591.07%-580.3pp | 34.38%-23.6pp |
| Employer contribution / active EE | $5,140 | $2,282+125.2% | $3,022+70.1% | $2,637+94.9% |
| Participant deferral / active EE | $1,732 | $3,383-48.8% | $4,438-61.0% | $4,528-61.7% |
| Admin fee / account holder | $415 | $319+30.2% | $5,614-92.6% | $348+19.4% |