Two Benchmarking Reports. One System.
Prism - Total Plan Fee Benchmarking
Fast and accurate report that benchmarks a retirement plan's total costs in seconds. Compare investment, recordkeeping, administrative and advisors fees to the marketing with just a few clicks.
- Get your annual fee benchmarking done in minutes
- Compare your clients or prospects fees to a universe of more than 20,000 plans
- Beautiful and colorful report
Prism365 - Advisor Fee and Service Benchmarking
Benchmark your advisory fees and services to the most accurate, detailed and comprehensive database in the market.
- Benchmark advisors fees against thousands of other retirement plan advisors
- Justify your fees by benchmarking the services you provide to your clients
- The only report in the market that benchmarks frequency of service delivered