See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANANDAIGUA NATIONAL BANK AND TRUST Service code 21 · EIN 16-0373410 | Bank Trustee | $19,848 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,792 | $52,953-87.2% | $172,739-96.1% | $65,185-89.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 28.57% | 30.12%-1.6pp | 802.84%-774.3pp | 29.38%-0.8pp |
| Employer contribution / active EE | $832 | $2,190-62.0% | $5,143-83.8% | $2,177-61.8% |
| Participant deferral / active EE | $1,246 | $2,471-49.6% | $5,198-76.0% | $3,514-64.5% |
| Admin fee / account holder | $58 | $472-87.7% | $13,954-99.6% | $847-93.2% |