401(k) Analytics
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WHAT WE DO
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.

Adobe PDF Document Sample Diagnostic Profile™ (177kb)
Adobe PDF Document Sample Diagnostic Report™ (273kb)
Adobe PDF Document Diagnostic Report - Fact Finder™ (273kb)
Web Document Diagnostic Report - Fact Finder™ (Online Form)
Web Document Pricing Information
Web Document Frequently Asked Questions

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