Fee Benchmarker® unlocks access to a unique and highly regarded database§ of retirement specialist advisors’ fees and services and provides you with a plan sponsor ready report. In a few simple clicks, you can produce on-demand reports for prospecting, existing client fiduciary files and for developing your own fee strategy. Compare your fees and services against industry averages for plans ranging from $250,000 to $550 million.
The Fee Benchmarker® allows you to
- Validate that your fees are fair and reasonable based on data from the market.
- Justify your fees with data and potentially grow your revenue with higher, reasonable fees for services.
- Win and retain more business by providing your prospects and clients the data they need to help fulfill their fiduciary duties and control plan costs.
- Identify trends and opportunities to invest in new services that will help grow your business.
This powerful report is fully integrated with the Fiduciary Focus Toolkit™.
Whether you are an individual advisor or working on a team, there is pricing to fit your needs. Fill out the form and a member of the Fi360 Solutions team will be able to provide you with a personalized demo and explain your options - including special software suite pricing.
Looking for an enterprise-wide solution?
Banks, TPAs, Recordkeepers, and Asset Managers, please email Fi360Enterprise@broadridge.com.
§ The Fi360 Fee Benchmarker® has been powered by Ann Schleck & Co.’s proprietary database of advisor fee and service schedules since 2009. Information is updated periodically and curated from DC specialist advisors with at least 50 percent revenue and/or a significant presence in the retirement plan market. 2018 was the last major data update, resulting in 315 advisory practices representing 1,268 staff who collectively advise on 15,954 plans. Great care has been taken to ensure the quality of the data.