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 WEALTH3 years Service code 15 · EIN 45-0436653 220 1ST AVE W · DICKINSON, ND 58601 | Recordkeeping | $59,893 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,472 | $72,137-35.6% | $142,449-67.4% | $71,457-35.0% |
| Participation rate | 79.4% | 71.7%+7.7pp | 76.8%+2.6pp | 67.9%+11.4pp |
| Annual return | 17.75% | 21.15%-3.4pp | 19.99%-2.2pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,653 | $3,793-3.7% | $4,847-24.6% | $2,588+41.2% |
| Participant deferral / active EE | $6,496 | $5,280+23.0% | $6,283+3.4% | $4,289+51.5% |
| Admin fee / account holder | $304 | $1,433-78.8% | $10,011-97.0% | $1,587-80.8% |