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 WEALTH4 years Service code 15 · EIN 45-0386653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $96,496 |
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 | $176,503 | $92,985+89.8% | $153,432+15.0% | $80,874+118.2% |
| Participation rate | 88.6% | 69.0%+19.7pp | 77.1%+11.6pp | 67.6%+21.0pp |
| Annual return | 10.87% | 19.95%-9.1pp | 15.66%-4.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $9,092 | $3,507+159.2% | $5,038+80.5% | $2,756+229.9% |
| Participant deferral / active EE | $14,202 | $5,178+174.3% | $6,757+110.2% | $4,297+230.5% |
| Admin fee / account holder | $885 | $8,880-90.0% | $12,725-93.0% | $6,935-87.2% |