Let us benchmark your 401(k).

Evaluate and improve your company’s retirement plan today!

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Receive a Complimentary 401(k) Benchmark

Save your 401(k) plan from unnecessary costs and fees. We’ll benchmark your 401(k) plan at no cost to you.

BY PROVIDING YOUR CONTACT INFORMATION, YOU AGREE TO BE CONTACTED BY PROSPERITY. YOUR PRIVACY IS IMPORTANT TO US – WE WILL NEVER RENT OR SELL YOUR INFORMATION TO ANYONE, AND WE WILL NEVER SEND YOU SPAM. FOR MORE INFORMATION, PLEASE REVIEW OUR PRIVACY POLICY.

Complimentary 401(k) Benchmark

Our 401(k) Plan Benchmarking service isn’t merely a service; it’s a commitment to excellence in retirement planning. Leveraging our industry expertise and analytical capabilities, we conduct a rigorous and comprehensive evaluation of your retirement plan that goes beyond surface-level.

Fee Analysis

Understanding Plan Fees: Fees can have a significant impact on your employees’ retirement savings. We provide a comprehensive breakdown of your plan’s fee structure, covering administrative or investment fees.

Investment Appraisal

Investment Options Review: Our team thoroughly reviews your plan’s investment lineup. We look at the range of options offered, the performance of individual funds, and the diversity of asset classes available.

Plan Design Evaluation

Assessing Plan Design: We evaluate your plan design to ensure it effectively encourages employee participation, provides suitable contribution options, and aligns with your business objectives and goals.

Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

Bringing a +1? Please have your guest fill out this form.