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 8-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 WEALTH4 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $27,954 |
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 | $69,707 | $96,486-27.8% | $153,485-54.6% | $77,643-10.2% |
| Participation rate | 56.5% | 81.6%-25.2pp | 77.1%-20.6pp | 70.6%-14.1pp |
| Annual return | 14.35% | 14.44%-0.1pp | 15.65%-1.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,987 | $5,224-42.8% | $5,039-40.7% | $2,726+9.6% |
| Participant deferral / active EE | $4,866 | $6,609-26.4% | $6,757-28.0% | $4,647+4.7% |
| Admin fee / account holder | $125 | $182-31.6% | $12,724-99.0% | $430-71.0% |