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 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $41,884 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,496 | $61,156-64.9% | $185,823-88.4% | $79,386-72.9% |
| Participation rate | 93.3% | 66.6%+26.7pp | 81.7%+11.6pp | 70.7%+22.6pp |
| Annual return | 12.46% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,143 | $2,321-50.8% | $5,167-77.9% | $2,427-52.9% |
| Participant deferral / active EE | $3,047 | $2,789+9.3% | $5,568-45.3% | $4,046-24.7% |
| Admin fee / account holder | $200 | $710-71.8% | $16,237-98.8% | $626-68.0% |