The Plan Health Check tool allows retirement plan advisers to track and report on a plan’s value and success attributes such as plan participation, deferral rates and average account balance. The Fee Comparison & Analysis Evaluation tool compares plan fees and design against an appropriate peer group, producing an easy-to-read report for plan sponsors.
LPL Financial partnered with Fiduciary Benchmarks Inc. to provide peer-level data for comparison purposes in both offerings.