Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 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 LLC10+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $139,041 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $43,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,152 | $99,062+112.1% | $136,007+54.5% | $99,062+112.1% |
| Participation rate | 96.8% | 71.6%+25.2pp | 76.5%+20.3pp | 71.6%+25.2pp |
| Annual return | 14.35% | 17.66%-3.3pp | 579.32%-565.0pp | 17.66%-3.3pp |
| Employer contribution / active EE | $10,931 | $3,262+235.1% | $4,217+159.3% | $3,262+235.1% |
| Participant deferral / active EE | $9,523 | $5,331+78.6% | $7,025+35.6% | $5,331+78.6% |
| Admin fee / account holder | $11 | $109-90.0% | $6,858-99.8% | $109-90.0% |