Analyze the Pricing of a Plan
w/Fee CheckerThe Challenge: Identifying the right fee to charge on a plan is foundational to a successful advisory practice.
Our Solution: Use FDI Fee Checker to quickly look-up marketplace pricing for recordkeepers and investment managers.
Key Benefits:
- Enables strategic, market-informed pricing decisions that optimize competitiveness and profitability.
- Eliminates time-consuming manual research through instant access to current marketplace data.
- Price confidently across all plan sizes with comprehensive benchmark coverage.
Key Features:
- Search advisor fees based on total plan assets.
- Advisor fee benchmarks include % of plan assets and total $ amount per plan. 25th, 50th, and 75th percentiles are reported.
- Search investment manager fees by plan size, asset class and strategy (active or passive). Investment fee benchmarks are reported for the 25th, 50th and 75th percentiles.
- View each benchmark group's characteristics and also review associated service standards and the value of non-standard services (FeePoint) as applicable.
- Available On-Demand
General Guidelines
Use Proactively, Not Just Reactively
Regularly monitor market pricing trends and conduct systematic reviews.
Analyze Context, Not Just Numbers
Look beyond the fee amount to understand service characteristics, standards, and value drivers that explain pricing differences in the marketplace.
Upon These Key Events:
In advance of a client meeting where advisor fees maybe discussed
When Reviewing/Building an Advisory Fee Schedule
As part of a Search for a new Fund
Watch this step-by-step demonstration to learn how to access and use the Fee Checker tool. The video walks through the complete process from login to generating your pricing analysis report.
Presentation Resources
Presentation Resources do not apply to this FDI solution.
Q: How often is the pricing data updated?
A: Pricing data is updated quarterly to ensure you have the most current market information for accurate benchmarking.
Q: What plan sizes does Fee Checker support?
A: Advisor Fee Checker supports plans of all sizes, from those with less than $1,000,000 in plan assets to those greater than $1 billion.