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