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 |
|---|---|---|
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $9,200 |
CALLAN LLC4+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $5,988 |
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 | $231,512 | $80,005+189.4% | $140,016+65.3% | $55,725+315.5% |
| Participation rate | 81.3% | 87.0%-5.7pp | 87.5%-6.2pp | 70.9%+10.5pp |
| Annual return | -6.50% | 0.46%-7.0pp | 651.12%-657.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,818 | $3,403-17.2% | $5,606-49.7% | $2,078+35.6% |
| Participant deferral / active EE | $6,937 | $5,264+31.8% | $6,927+0.1% | $3,356+106.7% |
| Admin fee / account holder | $15 | $116-86.9% | $10,705-99.9% | $115-86.8% |