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 MANAGEMENT3 years Service code 26 1150-A PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Advisory (Participants) | $17,314 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,176 | $54,573+45.1% | $90,951-12.9% | $73,488+7.7% |
| Participation rate | 31.7% | 61.2%-29.5pp | 69.0%-37.3pp | 70.7%-39.0pp |
| Annual return | 15.28% | 16.69%-1.4pp | 134.60%-119.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,953 | $2,517-22.4% | $3,373-42.1% | $3,740-47.8% |
| Admin fee / account holder | $427 | $521-18.1% | $5,959-92.8% | $513-16.8% |