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 WEALTH2 years Service code 15 · EIN 45-0436653 220 1ST AVE W · DICKINSON, ND 58601 | Recordkeeping | $51,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,887 | $64,871-40.1% | $129,110-69.9% | $66,914-41.9% |
| Participation rate | 77.9% | 74.0%+4.0pp | 77.3%+0.7pp | 69.8%+8.1pp |
| Annual return | -17.57% | -12.21%-5.4pp | -10.94%-6.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,456 | $3,741-7.6% | $5,052-31.6% | $2,544+35.8% |
| Participant deferral / active EE | $6,195 | $5,090+21.7% | $6,542-5.3% | $4,237+46.2% |
| Admin fee / account holder | $297 | $629-52.8% | $14,302-97.9% | $593-50.0% |