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 WEALTH3 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $19,471 |
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 | $59,690 | $102,197-41.6% | $142,449-58.1% | $74,419-19.8% |
| Participation rate | 49.4% | 79.8%-30.4pp | 76.8%-27.4pp | 70.7%-21.3pp |
| Annual return | 40.09% | 19.73%+20.4pp | 19.99%+20.1pp | 34.38%+5.7pp |
| Employer contribution / active EE | $2,380 | $5,052-52.9% | $4,847-50.9% | $2,637-9.7% |
| Participant deferral / active EE | $3,951 | $6,304-37.3% | $6,283-37.1% | $4,528-12.8% |
| Admin fee / account holder | $92 | $186-50.3% | $10,011-99.1% | $348-73.5% |