PlanPoint is unique service which provides Service Provider specific fees and a generic description of value.

The features that PlanPoint offers to Service Providers for on demand reporting include:

Use the Right Data

100% of the data in PlanPoint comes directly from “the source” – the Service Providers that know the plan best and is sourced blinded and in aggregate from our benchmarking business.

Value is known, Fees need Review

  • PlanPoint is a good solution when a Service Providers value is known and high level fee review is all that is needed.

What You Need, When you Need It

  • 2 page report:
    • Introduction and benchmark group
    • Plan specific fees and generic description of value
  • Available for Advisor/Consultants, Recordkeepers and TPA’s
  • PlanPoint Reports are available on-demand