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 1151 3RD AVE W · DICKINSON, ND 58601 | Recordkeeping | $14,438 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,981 | $129,021+21.7% | $184,203-14.8% | $77,643+102.2% |
| Participation rate | 97.2% | 87.3%+9.9pp | 86.8%+10.4pp | 70.6%+26.7pp |
| Annual return | 15.88% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,523 | $4,413-42.8% | $6,427-60.7% | $2,726-7.5% |
| Participant deferral / active EE | $6,464 | $7,297-11.4% | $9,131-29.2% | $4,647+39.1% |
| Admin fee / account holder | $19 | $254-92.6% | $13,901-99.9% | $430-95.7% |