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 & CAPTIAL MGMT Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $19,334 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,497 | $100,923-37.1% | $150,045-57.7% | $74,304-14.5% |
| Participation rate | 86.8% | 70.1%+16.7pp | 82.3%+4.5pp | 60.3%+26.4pp |
| Annual return | 13.62% | 51.77%-38.1pp | 62.55%-48.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,549 | $3,463-55.3% | $4,693-67.0% | $2,241-30.9% |
| Participant deferral / active EE | $2,676 | $6,709-60.1% | $7,997-66.5% | $3,767-29.0% |
| Admin fee / account holder | $148 | $2,767-94.7% | $13,435-98.9% | $2,969-95.0% |