The Ranking Improvement Playbook
A personalized, peer-pattern prescription that shows a dealership exactly where its 401(k) ranks against same-brand and same-size peers — and hands its advisor the levers that move that ranking. Built from your public Form 5500 data. Delivered in a few business days.
What's in the playbook
Peer-pattern ranking read
Exactly where your dealership's employer contribution per participant sits vs. same-brand and same-size peers — and which percentiles mark the talent-retention line.
What to hand your advisor
A short, plain-language set of move-the-ranking levers — contribution structure, auto-enroll, eligibility — framed as a prescription for your advisor or recordkeeper to price.
12-month positioning plan
Quarterly checkpoints and the two or three peer patterns top-ranked dealerships use, so the next filing moves you up the ranking, not sideways.
Order your playbook
One-time $99. We personalize from your dealership's most recent filing and deliver a PDF.
Need the full private benchmark plus a strategy session? See the $499 Fiduciary Positioning Consultation →