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 | $40,627 |
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 | $10,823 | $50,815-78.7% | $155,509-93.0% | $77,643-86.1% |
| Participation rate | 93.7% | 63.1%+30.6pp | 78.2%+15.5pp | 70.6%+23.1pp |
| Annual return | 14.87% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,071 | $1,993-46.3% | $4,672-77.1% | $2,726-60.7% |
| Participant deferral / active EE | $1,308 | $2,822-53.7% | $5,626-76.8% | $4,647-71.9% |
| Admin fee / account holder | $91 | $437-79.1% | $15,912-99.4% | $430-78.8% |