Your plan changed.
Know before it's a problem.
A one-time Stress Test finds today's gaps. Fiduciary Monitoring keeps watching your plan's cohort position, fees, and recordkeeper over time — and flags the moment any of them starts to drift. Recurring intelligence for dealers, advisors, and recordkeepers.
01
Baseline from public filings
We capture your plan's cohort position — employer contribution, fees, assets — from DOL filings the day monitoring starts.
02
Quarterly drift reports
Every month we recompute your position and flag fee creep, percentile drops, and recordkeeper changes against your baseline.
03
Early-warning alerts
Material drift lands in your inbox and your dashboard before it turns into a fiduciary conversation — or a finding.
Choose the intelligence layer you need.
Three deliverable bundles — for the employer watching one plan, the advisor scanning a market, and the provider defending a book. Annual saves about two months.
For Employers
One dealership — your plan
Annual saves ~2 months
- Fiduciary Position Statement — quarterly cohort-position report for your plan
- Ranking Improvement Playbook — peer-pattern prescription to hand your advisor
- Ongoing fee & percentile drift alerts vs your baseline
- Email + dashboard delivery; baseline from public DOL filings
- $49 Stress Test credited toward your first year
For Advisors
Up to 5 plans — clients & prospects
Annual saves ~2 months
- Market Opportunity Scan — ranked, self-refreshing view of non-client rooftops in your market
- Plan Watch reports — quarterly cohort position per monitored plan
- Recordkeeper-change & drift alerts across the book
- Portfolio dashboard rollup with cross-plan benchmarks
- Surface ancillary business opportunities as plans slide
For Providers
Recordkeepers & large firms — up to 50 plans
Annual saves ~2 months
- Relationship defense — early-warning drift alerts across your book
- Up to 50 monitored plans
- Firm-level quarterly digest of client-plan movement
- Priority alert thresholds and dashboard access
- Spot at-risk rooftops before the recordkeeper call
Monitoring reports cohort-position drift and fee signals from public DOL filings, refreshed as new filings publish. It is a fiduciary monitoring signal — not live participant balances, and not investment advice. For plans without a public filing yet, monitoring begins automatically once a baseline filing is available.