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 | $33,982 |
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 | $9,494 | $46,292-79.5% | $143,757-93.4% | $64,808-85.4% |
| Participation rate | 98.5% | 64.2%+34.2pp | 80.3%+18.1pp | 71.5%+27.0pp |
| Annual return | -16.11% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $937 | $1,910-50.9% | $4,951-81.1% | $2,506-62.6% |
| Participant deferral / active EE | $1,325 | $2,646-49.9% | $5,637-76.5% | $4,310-69.3% |
| Admin fee / account holder | $89 | $154-41.8% | $14,673-99.4% | $188-52.4% |