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 WEALTH1 year Service code 15 · EIN 45-0436653 401 N. 4TH STREET · BISMARCK, ND 58501 | Recordkeeping | $8,342 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 28 C/O JIM CUSIMANO · MILES CITY, MT 59301 | Investment Management | $3,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,376 | $61,272-73.3% | $149,673-89.1% | $71,457-77.1% |
| Participation rate | 38.8% | 62.5%-23.7pp | 78.8%-39.9pp | 67.9%-29.1pp |
| Annual return | 52.65% | 35.85%+16.8pp | 134.42%-81.8pp | 28.85%+23.8pp |
| Employer contribution / active EE | $564 | $2,378-76.3% | $4,818-88.3% | $2,588-78.2% |
| Participant deferral / active EE | $1,143 | $2,917-60.8% | $5,680-79.9% | $4,289-73.3% |
| Admin fee / account holder | $183 | $1,261-85.5% | $13,210-98.6% | $1,587-88.5% |