See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 WEALTH2 years Service code 15 · EIN 45-0436653 401 N. 4TH ST · BISMARCK, ND 58501 | Recordkeeping | $40,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,736 | $80,724-21.0% | $103,333-38.3% | $74,495-14.4% |
| Participation rate | 58.7% | 65.7%-7.0pp | 74.5%-15.8pp | 67.2%-8.5pp |
| Annual return | 13.87% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $890 | $3,157-71.8% | $3,868-77.0% | $2,623-66.1% |
| Participant deferral / active EE | $3,088 | $3,860-20.0% | $5,057-39.0% | $4,346-29.0% |
| Admin fee / account holder | $332 | $2,368-86.0% | $8,355-96.0% | $1,942-82.9% |