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 8-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 WEALTH2 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $10,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,128 | $64,871-13.5% | $129,110-56.5% | $66,914-16.1% |
| Participation rate | 48.5% | 74.0%-25.4pp | 77.3%-28.7pp | 69.8%-21.3pp |
| Annual return | -13.37% | -12.21%-1.2pp | -10.94%-2.4pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,477 | $3,741-33.8% | $5,052-51.0% | $2,544-2.6% |
| Participant deferral / active EE | $3,968 | $5,090-22.0% | $6,542-39.4% | $4,237-6.4% |
| Admin fee / account holder | $70 | $629-88.8% | $14,302-99.5% | $593-88.1% |