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 | $37,008 |
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 | $9,464 | $47,126-79.9% | $149,673-93.7% | $74,419-87.3% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.1pp | 70.7%+28.1pp |
| Annual return | 17.19% | 22.75%-5.6pp | 134.42%-117.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,003 | $1,905-47.4% | $4,818-79.2% | $2,637-62.0% |
| Participant deferral / active EE | $1,369 | $2,728-49.8% | $5,680-75.9% | $4,528-69.8% |
| Admin fee / account holder | $86 | $343-74.8% | $13,210-99.3% | $348-75.2% |