PlanFees is a financial technology product offered by Broadridge Fi360 Solutions. It is a comprehensive benchmarking system designed for financial professionals to evaluate and compare retirement plan fees (such as for 401(k) plans) against a vast national database of plans. The platform's mission is to provide advisors with the data and reporting tools necessary to meet their fiduciary responsibilities, justify plan fees, and help their clients make informed decisions. By offering robust data analytics and customizable reports, PlanFees helps advisors demonstrate value and ensure fee reasonableness in a highly regulated environment.

Founded in

United States