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 10-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: BAYBRIDGE CAPITAL Service code 99 · EIN 47-5067434 | Other Fees | $0 |
Service code 49 · EIN 93-0998477 1193 ROYVONNE STE 22 · SALEM, OR 97302 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,448 | $45,602+30.4% | $117,472-49.4% | $66,914-11.2% |
| Participation rate | 39.8% | 57.6%-17.8pp | 70.6%-30.8pp | 69.8%-30.0pp |
| Annual return | -17.18% | -16.74%-0.4pp | 29.74%-46.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,185 | $1,579-25.0% | $4,176-71.6% | $2,544-53.4% |
| Participant deferral / active EE | $2,390 | $2,845-16.0% | $4,070-41.3% | $4,237-43.6% |
| Admin fee / account holder | $5 | $661-99.3% | $5,645-99.9% | $593-99.2% |