Plan Design Tool

Complete a short questionnaire about your client's plan, then compare your responses to plans of similar size and the overall industry. Review the results and add your comments to the customizable PDF. Sign up for a free account to save your reports.

Basic Information

Fill out the form below to begin the benchmarking report.

Login is required for use of the Fee Comparison Tool.

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Please note, the fee tool is limited to 5 reports per calendar quarter. Once you have exceeded the limit, you may call the sales desk at 1.800.243.4361 to run additional reports.

Fee Comparison Tool

Complete a short questionnaire about your client's plan fees, then compare your responses to plans of similar size and industry. Review the results and add your comments to the customizable PDF.

For Advisor or Consultant Use Only – Not for Use by Third-Party Administrators or Recordkeepers.

Basic Information

Fill out the form below to begin the benchmarking report.

Plan Design Tool – User Guide
Plan Design Tool – Questionnaire
Plan Design Tool – Sample Report
Fee Comparison Tool – User Guide
Fee Comparison Tool – Questionnaire
Fee Comparison Tool – Sample Report

Designed and created by DDM Marketing & Communications.