Quick Benchmarking Tool

Simply input the total assets of your retirement plan and number of participants to obtain a quick comparison of what the "all in" costs might be under Financial Plans full service retirement plan structure*. "All in" costs include fees paid for third party administrators, record keepers, custodians, investment advice, and the expenses associated with investments.


Simply input the total assets of your retirement plan and number of participants to obtain a quick comparison of what the “all in” costs might be under Financial Plans full service retirement plan structure*. “All in” costs include fees paid for third party administrators, record keepers, custodians, investment advice, and the expenses associated with investments.

When benchmarking a plan you don’t want to look at costs alone. It is extremely important to examine the level of service you are receiving for your money. Here are a few items that should be included for an apples to apples comparison.

  • Plan Set Up Services
  • Recordkeeping and Administrative Services
  • Online access for administrator and participants with ability to change investment elections, automated rebalancing, etc.
  • Loan Services
  • Distribution Services including tax form generation
  • Compliance and Regulatory Services including form 5500 preparation, plan testing, and annual audit package.
  • ERISA 3(38) Investment Manager
  • Investment Policy Statement (IPS) Preparation
  • Open-architecture allowing you to choose from thousands of investment choices
  • Massively diversified, low-cost, passively managed investments
  • Benchmarking and service provider selection assistance
  • Transparent fees
  • Education provided by fee-only professionals who are obligated to act in the best interest of the plan and its participants.

* Actual costs will vary depending on the unique characteristics of each plan.