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

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