The first step to lowering your fees starts by comparing your plan. With our pricing calculator, you can estimate your all-in fees on three retirement plan providers instantly. .
We are not affiliated with any recordkeeper, nor have we built our own recordkeeping system. That means we’re an independent advisor that can focus on helping find the right retirement plan provider, fund line up and fiduciary coverage for you.
With no kickbacks and no commissions, the small and medium sized businesses that work with us see an average plan fee savings of 49%.
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Given current plan assets and employee count, we can estimate your all-in cost on up to three providers with a diversified, low-cost fund line up. We also know the average for plans exactly your size so you can gauge how your fees compare to the industry as a whole.