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 7-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 | $164,884 |
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 | $106,462 | $87,870+21.2% | $113,168-5.9% | $74,304+43.3% |
| Participation rate | 93.8% | 70.7%+23.0pp | 76.6%+17.2pp | 60.3%+33.4pp |
| Annual return | 15.73% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,115 | $2,277-51.1% | $2,975-62.5% | $2,241-50.3% |
| Participant deferral / active EE | $4,199 | $4,241-1.0% | $5,107-17.8% | $3,767+11.5% |
| Admin fee / account holder | $506 | $3,368-85.0% | $12,068-95.8% | $2,969-83.0% |