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 WEALTH5 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $38,941 |
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 | $92,920 | $69,454+33.8% | $180,183-48.4% | $74,304+25.1% |
| Participation rate | 67.7% | 61.8%+5.9pp | 77.4%-9.7pp | 60.3%+7.4pp |
| Annual return | 18.73% | 25.86%-7.1pp | 27.86%-9.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $4,561 | $3,155+44.6% | $5,039-9.5% | $2,241+103.5% |
| Participant deferral / active EE | $7,811 | $4,662+67.5% | $6,822+14.5% | $3,767+107.3% |
| Admin fee / account holder | $218 | $3,036-92.8% | $19,975-98.9% | $2,969-92.7% |