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 | $84,010 |
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 | $40,804 | $80,731-49.5% | $103,374-60.5% | $74,546-45.3% |
| Participation rate | 87.5% | 65.7%+21.8pp | 74.5%+13.0pp | 67.2%+20.3pp |
| Annual return | 12.29% | 27.56%-15.3pp | 24.89%-12.6pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $4,592 | $3,158+45.4% | $3,869+18.7% | $2,624+75.0% |
| Participant deferral / active EE | $3,631 | $3,860-5.9% | $5,058-28.2% | $4,347-16.5% |
| Admin fee / account holder | $288 | $2,369-87.9% | $8,394-96.6% | $1,944-85.2% |