Get Your Investment Scorecard

Thank You!

We have received your request for a personalized Investment Scorecard. Someone from our team will reach out to you shortly.

Investment Scorecard

Your Company’s 401(k) vs. The Competition

Our complimentary Investment Scorecard uses publicly available Form 5500 data to compare your company’s 401(k) performance against industry benchmarks. In just minutes, you’ll see how your plan stacks up across key metrics while uncovering data-driven opportunities to enhance its effectiveness.

Overall Investment Score

Seven Performance Metrics

Rate of Return Comparison