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Fee Benchmarker

Fee Benchmarker is an online tool that compares Advisor / Consultant fees (both commission and fee-for-service) to a database of industry norms for a selected plan size. It's easy to use, and is available on a one-time-use basis or through an annual subscription. In a few simple steps, you receive a comprehensive report comparing your fees to similar retirement practices.

The Fee BenchmarkerTM report provides:

For more information, contact an Fi360 team member at (866) 390-5080 or email
us at sales@fi360.com

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You can access Fee Benchmarker on a one-time use or through an annual subscription. For information on our other Monarch tracks, see our Marketing, Sales, and Client Management pages. For more information on subscribing to Monarch, see our Subscription Info page. If you'd like to subscribe, click the "Monarch: Log In / Subscribe" link at the top of the page.

Fee Benchmarker Advisor Fee Almanac

Retirement plan advisors want to provide excellent value and service to their clients. To help you succeed in this competitive field, we offer the Fee Benchmarker Advisor Fee Almanac from Ann Schleck & Co. The almanac provides fee benchmarking information from a credible, independent source. Knowing how your fees and services compare to industry averages will help you stay competitive with your peers, prove the value of your services and improve close rates.

The Advisor Almanac is a hard-copy 6"x9" book containing information on advisor fee trends, methods and pricing norms. Plus you'll find more than 25 fee and service illustrations for defined contribution plans ranging in size from start-ups to $550 million in assets. We also include some valuable practice management tools and templates. The Advisor Almanac is the perfect on-the-go resource guide.

For more information, contact an Fi360 team member at (866) 390-5080 or email
us at sales@fi360.com

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