For Dealership Leaders
Know what your 401(k) is actually doing for your dealership.
The public lookup is free and open to everyone — that's the whole point. Search your dealership to see where your plan ranks against the competition on the same filings the government already publishes. When you want to go deeper, a Fiduciary Position Statement and a Ranking Improvement Playbook are available through Institutional Access.
Public Profile & Rankings
Search any dealership — employer contribution, participant savings, plan assets, fees, peer ranking, and historical trend from public DOL filings. We blur the lower half of rankings from public view: if a result shows a Members tag instead of numbers, that plan is below the peer median and needs to improve before it's worth competing on.
Search a dealershipFiduciary Position Statement
A quarterly cohort-position statement for your plan — your percentile against national, state, franchise, and similar-size peers, with the fee detail that public rankings hold back.
Read the methodologyRanking Improvement Playbook
A peer-pattern prescription — what plans that moved up actually did — written to hand to your advisor, so the work falls to them.
See what's includedYour dealership path
Start with the call, then keep climbing.
The flagship is a single Fiduciary Positioning Consultation — a live read of where your plan stands and the steps to move it up. The two smaller assets below are self-serve starting points if you'd rather score yourself first.
Fiduciary Positioning Consultation
A live, private walkthrough of your plan's standing against national, state, franchise and similar-size peers — plus the ranking-improvement playbook to hand to your team or advisor. The Fiduciary Stress Test & toolkit are included.
$399 when you bring your advisor — a clean $100 off, no gimmicks.
Built Exclusively For Auto Dealerships
Automotive Workforces Are Different.
Dealerships operate differently from traditional employers. The workforce is departmental, performance-driven, highly competitive, and difficult to retain. Retirement-plan strategy should reflect that reality.
Built Around Dealership Reality
Your 401(k) Should Help Solve Business Problems.
See where retirement-plan engagement and workforce trends may reveal opportunities to strengthen retention.
Make your retirement benefit easier to understand, appreciate, and communicate during recruiting.
Understand what the dealership contributes, benchmark the economics, and identify opportunities to improve value.
Improve participation, communication, education, and utilization across the dealership.