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 WEALTH3 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $41,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,132 | $61,272-63.9% | $149,673-85.2% | $71,457-69.0% |
| Participation rate | 92.9% | 62.5%+30.4pp | 78.8%+14.2pp | 67.9%+25.0pp |
| Annual return | 16.64% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,062 | $2,378-55.4% | $4,818-78.0% | $2,588-59.0% |
| Participant deferral / active EE | $3,092 | $2,917+6.0% | $5,680-45.6% | $4,289-27.9% |
| Admin fee / account holder | $195 | $1,261-84.5% | $13,210-98.5% | $1,587-87.7% |