For Consultants

Bring expertise to the review.
Bring evidence to the recommendation.

Help clients understand their benefits arrangements with account history, fee comparisons, and public research. Prepare specific questions for the fiduciary review and keep source evidence separate from interpretation.

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Who this is for

Start with the client question. Build the evidence around it.

Use account history, relevant fee comparisons, and public research to understand an arrangement before forming a recommendation. Keep the reporting period, source quality, and unanswered questions attached to the analysis.

Independent benefits consultants

Running your own practice, serving SMB and mid-market employers. Calliope gives you enterprise-grade data and benchmarking tools without the enterprise-grade data stack.

Boutique advisory firms

Give a small advisory team a shared basis for research: connected filing records, fee comparisons, and sources to inspect as you develop a recommendation.

Internal benefits teams

Heads of Benefits and Total Rewards running their own programs. Calliope gives you the market context to negotiate with vendors, advisors, and brokers as an informed buyer.

What consultants get

From account research to a recommendation you can explain.

Client-ready benchmarking

Generate client reports in minutes with peer group benchmarking, fee analysis, and historical trend data — all sourced to specific filings.

Conversational research

CalliopeResearch answers complex questions in natural language: "What's driving the fee escalation for mid-market tech plans in California?"

Evidence for the fee conversation

Use filing-based benchmarks to examine reported fees and frame the questions that need professional judgment. Help clients understand the comparison and preserve the evidence behind your recommendation.

Export-ready output

Use tables, charts, and narrative summaries to prepare client deliverables. Review the supporting sources before sharing.

CalliopeResearch for consultants

Bring a specific question. Inspect the supporting research.

Connect six years of filing history with public research. Investigate disclosed compensation, compare relevant peers, and follow the evidence behind an answer.

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Illustrative conversation

You
My client is a 1,200-life manufacturing company in Ohio. How do their recordkeeping fees compare to peer plans?
Calliope
Your client's recordkeeping fees sit at the 78th percentile for manufacturing plans in the 1,000–2,000 participant range. Benchmarked against 2,847 peer plans, per-participant costs fall well above the peer median — the kind of gap that's a starting point for a documented fee review. I've pulled the top five comparable plans and their service-provider fee breakdowns if you'd like to include them in your client deck.
Carry the client into the conversation

Help the sponsor ask informed questions.

Plan Sponsor Companion gives employers and committees their own review narrative and print-ready report. Use it to support participation in the discussion alongside your professional judgment.

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Your expertise is the judgment. Calliope is the research.

See how Calliope changes the economics of your practice. Bring one client scenario; we'll run it live.

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