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 WEALTH3 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $139,311 |
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 | $90,232 | $76,050+18.6% | $96,544-6.5% | $71,457+26.3% |
| Participation rate | 95.1% | 74.4%+20.7pp | 76.0%+19.1pp | 67.9%+27.1pp |
| Annual return | 15.24% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $946 | $2,244-57.9% | $2,965-68.1% | $2,588-63.5% |
| Participant deferral / active EE | $3,287 | $4,215-22.0% | $4,851-32.2% | $4,289-23.4% |
| Admin fee / account holder | $439 | $2,707-83.8% | $8,252-94.7% | $1,587-72.3% |