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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH1 year Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $23,421 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $2,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,584 | $60,989-8.9% | $60,874-8.7% | $66,914-16.9% |
| Participation rate | 72.7% | 74.5%-1.8pp | 73.1%-0.4pp | 69.8%+2.9pp |
| Annual return | -12.85% | -9.60%-3.3pp | 16.90%-29.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,183 | $2,661-18.0% | $2,701-19.2% | $2,544-14.2% |
| Participant deferral / active EE | $2,538 | $3,615-29.8% | $3,817-33.5% | $4,237-40.1% |
| Admin fee / account holder | $181 | $338-46.5% | $3,224-94.4% | $593-69.5% |