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401(k) Analytics, LLC has developed an evolutionary system (The 401(k) Diagnostic System)
to assist the retirement plan advisor in developing new business and plan sponsors in evaluating and managing their 401(k) plan.
The 401(k) Diagnostic System is an end to end process, providing confidence and comfort that an employer's 401(k) plan is serving
the needs of employees and the company.
Our firms flagship services are the Diagnostic Profile and the
Diagnostic Report. The "Profile"
provides an evaluation of current
plan issues and plan goals. The "Report" provides the advisor and/or
plan sponsor with a comprehensive overview of current plan
performance, benchmarking the current 401(k) plan against broad 401(k) industry averages.
Sample Diagnostic Profile (177kb)
Sample Diagnostic Report (273kb)
Diagnostic Report - Fact Finder™ (273kb)
Diagnostic Report - Fact Finder™
(Online Form)
Pricing Information
Frequently Asked Questions
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