See exactly where your dealership's 401(k) ranks, and the plan to climb it.
In 30 minutes we'll walk you through your private 401(k) benchmark against the dealers competing for your talent, then hand you a prioritized action plan to improve it. Execute it with your own advisor, or let us match you with a certified one for your area.
Every dot is a dealership chasing the same technician, salesperson, and manager.
The flashing tags mark the top-ranked 401(k) plans, the dealerships already winning the talent war. Your position in this landscape is exactly what your consultation reveals.
Everything you need to move up the ranking before the next filing.
One focused 30-minute call. A clear picture of where you stand, the moves that matter, and the advisor to execute them, with you or for you.
Your private ranking, explained live
A 30-minute walkthrough of where your 401(k) ranks against national, state, franchise, and similar-size dealers, and exactly why you sit where you sit. Below-median numbers are never published, they're yours alone.
A prioritized action plan
The two or three moves that will move you up the ranking before the next Form 5500 filing: employer contribution, participation, and all-in cost fixes sized to your plan and your peers.
Where your plan leaks talent
See the gaps recruiters and candidates can see: contribution levels, participation rate, and fees benchmarked against the rooftops competing with you for the same technicians and salespeople.
Bring your own advisor, free
Invite your existing financial advisor to the call. We brief them alongside you so the plan gets executed by someone who already knows your house, at no extra cost.
Or get matched with a certified advisor
No advisor? We connect you with a certified 401(k) advisor for your area who can execute the action plan and stand behind it.
Recording + written plan in 24 hours
A recording of your session and the written action plan emailed to you within one business day, so nothing gets lost between the call and execution.
12 months of benchmarking access included
Your consultation comes with a full year of ADRS benchmarking access — quarterly recalculation and drift alerts so the ranking you earn keeps working for your recruiting story.
Your advisor or ours. We encourage your existing advisor to join the call so the plan gets executed by someone who already knows your house. If you don't have one, we'll match you with a certified 401(k) advisor for your area.