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 WEALTH3 years Service code 15 · EIN 45-0436653 401 N 4TH ST. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $124,246 |
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 | $87,650 | $60,323+45.3% | $81,812+7.1% | $74,495+17.7% |
| Participation rate | 71.6% | 62.9%+8.7pp | 72.3%-0.7pp | 67.2%+4.4pp |
| Annual return | 13.61% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $5,553 | $2,620+111.9% | $2,912+90.7% | $2,623+111.7% |
| Participant deferral / active EE | $1,834 | $3,387-45.9% | $4,319-57.5% | $4,346-57.8% |
| Admin fee / account holder | $533 | $1,486-64.1% | $7,386-92.8% | $1,942-72.5% |