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 |
|---|---|---|
CNB WEALTH MANAGEMENT2 years Service code 26 1150-A PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Advisory (Participants) | $18,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,050 | $49,138+18.1% | $84,015-30.9% | $65,185-10.9% |
| Participation rate | 32.3% | 60.7%-28.5pp | 69.0%-36.7pp | 70.2%-37.9pp |
| Annual return | 24.57% | 23.00%+1.6pp | 71.31%-46.7pp | 29.38%-4.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,650 | $2,397-31.1% | $3,239-49.0% | $3,514-53.0% |
| Admin fee / account holder | $362 | $543-33.4% | $6,101-94.1% | $847-57.3% |