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 | $88,360-28.1% | $145,433-56.3% | $67,986-6.6% |
| Participation rate | 86.8% | 65.5%+21.3pp | 82.1%+4.7pp | 57.2%+29.6pp |
| Annual return | 13.62% | 63.15%-49.5pp | 66.58%-53.0pp | 31.67%-18.0pp |
| Employer contribution / active EE | $1,549 | $3,054-49.3% | $4,554-66.0% | $2,019-23.3% |
| Participant deferral / active EE | $2,676 | $5,932-54.9% | $7,897-66.1% | $3,358-20.3% |
| Admin fee / account holder | $148 | $3,313-95.5% | $13,129-98.9% | $3,203-95.4% |