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 | $42,993 |
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 | $80,447 | $45,031+78.6% | $85,009-5.4% | $77,671+3.6% |
| Participation rate | 21.5% | 48.7%-27.2pp | 67.5%-46.0pp | 70.6%-49.1pp |
| Annual return | 22.43% | 79.22%-56.8pp | 66.47%-44.0pp | 31.21%-8.8pp |
| Employer contribution / active EE | $143 | $1,609-91.1% | $2,728-94.8% | $2,726-94.8% |
| Participant deferral / active EE | $767 | $2,807-72.7% | $4,522-83.0% | $4,648-83.5% |
| Admin fee / account holder | $321 | $912-64.8% | $6,153-94.8% | $430-25.5% |