See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH1 year Service code 21 · EIN 45-0436653 401 N 4TH ST SUITE 301 · BISMARCK, ND 58501 | Bank Trustee | $52,970 |
INVESTMENT CENTERS OF AMERICA9+ years Service code 27 · EIN 45-0389744 320 N 4TH ST · BISMARCK, ND 58502 | Advisory (Plan) | $39,047 |
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 | $66,969 | $54,701+22.4% | $86,188-22.3% | $71,457-6.3% |
| Participation rate | 80.7% | 60.1%+20.6pp | 69.0%+11.8pp | 67.9%+12.8pp |
| Annual return | 17.14% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,496 | $1,265+18.3% | $2,380-37.1% | $2,588-42.2% |
| Participant deferral / active EE | $3,828 | $3,108+23.2% | $3,985-3.9% | $4,289-10.7% |
| Admin fee / account holder | $409 | $1,922-78.7% | $6,852-94.0% | $1,587-74.2% |