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 | $30,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,959 | $59,402-10.8% | $93,654-43.5% | $74,546-29.0% |
| Participation rate | 60.8% | 59.7%+1.1pp | 68.7%-7.9pp | 67.2%-6.4pp |
| Annual return | 13.00% | 81.86%-68.9pp | 133.34%-120.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $357 | $1,265-71.8% | $2,421-85.3% | $2,624-86.4% |
| Participant deferral / active EE | $3,533 | $3,049+15.9% | $4,413-19.9% | $4,347-18.7% |
| Admin fee / account holder | $178 | $3,023-94.1% | $8,282-97.9% | $1,944-90.9% |