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 WEALTH5 years Service code 15 · EIN 45-0436653 220 1ST AVE W · DICKINSON, ND 58601 | Recordkeeping | $90,273 |
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 | $73,084 | $69,454+5.2% | $180,183-59.4% | $74,304-1.6% |
| Participation rate | 81.7% | 61.8%+19.9pp | 77.4%+4.2pp | 60.3%+21.3pp |
| Annual return | 15.68% | 25.86%-10.2pp | 27.86%-12.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,829 | $3,155+21.4% | $5,039-24.0% | $2,241+70.8% |
| Participant deferral / active EE | $6,706 | $4,662+43.9% | $6,822-1.7% | $3,767+78.0% |
| Admin fee / account holder | $499 | $3,036-83.6% | $19,975-97.5% | $2,969-83.2% |