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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 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.)
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 | $98,885 | $56,317+75.6% | $71,209+38.9% | $74,304+33.1% |
| Participation rate | 71.1% | 55.1%+15.9pp | 73.8%-2.7pp | 60.3%+10.7pp |
| Annual return | 12.66% | 42.83%-30.2pp | 282.51%-269.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $5,894 | $2,160+172.8% | $2,721+116.6% | $2,241+163.0% |
| Participant deferral / active EE | $2,056 | $2,788-26.2% | $4,175-50.8% | $3,767-45.4% |
| Admin fee / account holder | $575 | $2,290-74.9% | $5,349-89.2% | $2,969-80.6% |