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 |
|---|---|---|
CANANDAIGUA NATIONAL BANK & TRUST10+ years Service code 21 · EIN 16-0373410 | Bank Trustee | $4,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,759 | $60,323-88.8% | $81,812-91.7% | $74,495-90.9% |
| Participation rate | 63.8% | 62.9%+0.9pp | 72.3%-8.5pp | 67.2%-3.4pp |
| Annual return | 16.80% | 16.90%-0.1pp | 773.79%-757.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,324 | $3,387-60.9% | $4,319-69.3% | $4,346-69.5% |
| Admin fee / account holder | $22 | $1,486-98.5% | $7,386-99.7% | $1,942-98.8% |