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: AMERISERV WEALTH & CAPITAL MGMT Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $47,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,549 | $42,886+99.5% | $88,946-3.8% | $85,5630% |
| Participation rate | 21.6% | 37.9%-16.3pp | 68.8%-47.3pp | 66.0%-44.4pp |
| Annual return | 14.44% | 44.56%-30.1pp | 57.82%-43.4pp | 31.51%-17.1pp |
| Employer contribution / active EE | $14 | $1,147-98.8% | $2,555-99.4% | $2,654-99.5% |
| Participant deferral / active EE | $570 | $2,108-73.0% | $4,581-87.6% | $4,375-87.0% |
| Admin fee / account holder | $361 | $2,263-84.1% | $8,261-95.6% | $834-56.8% |