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 |
|---|---|---|
CANANDAIGUA NATIONAL BANK & TRUST10+ years Service code 21 · EIN 16-0373410 | Bank Trustee | $1,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,681 | $101,499+157.8% | $147,005+78.0% | $74,546+251.0% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 16.67% | 8732.34%-8715.7pp | 418.76%-402.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $2,769 | $3,811-27.3% | $4,934-43.9% | $2,624+5.5% |
| Participant deferral / active EE | $10,837 | $7,304+48.4% | $8,070+34.3% | $4,347+149.3% |
| Admin fee / account holder | $9 | $1,748-99.5% | $13,006-99.9% | $1,944-99.5% |