Sample Reports & Forms
Sample Reports
Ensure Fees are Reasonable
FeeChecker - Recordkeeper
Analyze the Pricing of Plan
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FeeChecker - Advisor
Analyze the Pricing of Plan
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FeeChecker - Investments
Analyze the Pricing of Plan
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Fee Summary - Recordkeeper
Benchmark or Adjust YOUR FEES
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Fee Summary - Advisor
Benchmark or Adjust YOUR FEES
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Fee Monitor
Benchmark PLAN FEES
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Value and Fee
Benchmark PLAN FEES AND SERVICES
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Managed Account
Benchmark a Managed Account
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Assess Plan Investments
Investment Profile
Profile typical plan line-ups
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Investment Check
Analyzing specific plan line-ups
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Investment Comparison
Comparing your fund with the incumbent +3
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Target Date Comparison
Comparing your target date solution with the incumbent +2
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Investment List
Presenting your complete DCIO offering
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Market Segment Expense
Reviewing one fund across all market segments
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