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 WEALTH4 years Service code 15 · EIN 45-0436653 220 1ST AVE W · DICKINSON, ND 58601 | Recordkeeping | $78,277 |
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 | $56,104 | $79,700-29.6% | $153,485-63.4% | $74,495-24.7% |
| Participation rate | 81.3% | 69.8%+11.5pp | 77.1%+4.2pp | 67.2%+14.1pp |
| Annual return | 12.70% | 15.07%-2.4pp | 15.65%-3.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,570 | $4,016-11.1% | $5,039-29.1% | $2,623+36.1% |
| Participant deferral / active EE | $6,221 | $5,315+17.1% | $6,757-7.9% | $4,346+43.2% |
| Admin fee / account holder | $384 | $1,790-78.6% | $12,724-97.0% | $1,942-80.2% |