Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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 |
|---|---|---|
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,136 | $71,802+199.6% | $133,980+60.6% | $57,658+273.1% |
| Participation rate | 84.5% | 85.5%-1.0pp | 87.1%-2.6pp | 70.2%+14.3pp |
| Annual return | 11.47% | 13.51%-2.0pp | 29.30%-17.8pp | 5.13%+6.3pp |
| Employer contribution / active EE | $1,618 | $3,161-48.8% | $5,211-69.0% | $1,974-18.0% |
| Participant deferral / active EE | $7,253 | $4,606+57.5% | $6,282+15.5% | $3,061+137.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |