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 | $22,886 |
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 | $7,744 | $58,879-86.8% | $178,490-95.7% | $73,488-89.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 27.78% | 24.86%+2.9pp | 151.07%-123.3pp | 28.51%-0.7pp |
| Employer contribution / active EE | $882 | $2,236-60.6% | $5,011-82.4% | $2,270-61.2% |
| Participant deferral / active EE | $1,132 | $2,567-55.9% | $5,202-78.2% | $3,740-69.7% |
| Admin fee / account holder | $57 | $400-85.8% | $13,984-99.6% | $513-88.9% |