Reporting Details

Inputs Required From You

  • Plan size by AUM and number of participants
  • Your advisory fee amount, method and source
  • Services provided to this plan
  • Any custom commentary you want included

Report Features

  • Advisor fees compared to all plans of similar size in the database
  • Advisor fees compared to only those plans with similar key services
  • Fee method trends and scope of service trends
  • Your custom commentary
  • Easy to read, immediate and unlimited plan sponsor ready reports
  • Integrated with Fi360 Toolkit and existing client profiles
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