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 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 | $128,181 | $92,813+38.1% | $108,745+17.9% | $65,292+96.3% |
| Participation rate | 99.6% | 84.5%+15.1pp | 77.7%+21.9pp | 72.4%+27.2pp |
| Annual return | 10.62% | 14.67%-4.0pp | 46.22%-35.6pp | 11.84%-1.2pp |
| Employer contribution / active EE | $8,489 | $3,016+181.5% | $3,323+155.5% | $2,302+268.8% |
| Participant deferral / active EE | $6,424 | $5,191+23.8% | $5,121+25.4% | $3,579+79.5% |
| Admin fee / account holder | $0 | $56-100.0% | $6,144-100.0% | $57-100.0% |