Fiduciary Benchmarks
Fiduciary Benchmarks, operating as Fiduciary Decisions & Insights, is a U.S. data and analytics provider offering patented retirement plan benchmarking, fee analysis, managed account evaluation, and fiduciary compliance tools to Service Providers, Plan Sponsors, and DCIO Providers.
- Company typePrivate
- Founded2007
- HeadquartersTigard, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Fiduciary Benchmarks does
Fiduciary Benchmarks (legal entity: Fiduciary Benchmarks Insights, LLC), operating under the trade names Fiduciary Decisions & Insights and Fiduciary Decisions (FDI), provides independent, comprehensive benchmarking and analytics for the U.S. retirement plan industry. The company's offering is built on a patented value and fee methodology and a proprietary dataset covering more than 375,000 retirement plans across all market segments. Its product suite includes Retirement Plan Benchmarking, Managed Account Benchmarking, an Interactive Plan Design Application, Research & Analytics, IRA Rollover Compliance Services, a Fiduciary Protection Package for plan sponsors, and DCIO Services for Defined Contribution Investment Only providers. Technology is delivered as a web-based platform with user authentication, supporting consultative access for Service Providers (financial advisors and retirement plan consultants), Plan Sponsors, and DCIO Providers.
The company monetizes primarily through subscription-based recurring access to its benchmarking tools, reports, and proprietary research database, with an additional professional services revenue stream from IRA Rollover Compliance documentation. Pricing is quote-based for B2B enterprise customers and structured around multi-year contracts; no public pricing tiers are disclosed. Distribution is direct enterprise sales with no channel partners, supported by content marketing, SEO, and a Schedule-a-Meeting call-to-action that drives a consultative sales motion. The company is privately held as an LLC, was founded in 2007, maintains its operational headquarters in Orlando, Florida (with firmographic address in Tigard, Oregon), and operates within the United States only.
Fiduciary Benchmarks firmographics
Firmographics- Name
- Fiduciary Benchmarks
- Legal name
- Fiduciary Benchmarks Insights, LLC
- Website
- https://fiduciarybenchmarks.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fiduciary Benchmarks, operating as Fiduciary Decisions & Insights, is a U.S. data and analytics provider offering patented retirement plan benchmarking, fee analysis, managed account evaluation, and fiduciary compliance tools to Service Providers, Plan Sponsors, and DCIO Providers.
- Ownership category
- akta.pro rank
Fiduciary Benchmarks industry classification
Industry- Product category
- Retirement Plan Benchmarking & Analytics
- NAICS
- Portfolio Management and Investment Advice (523940), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
- akta.pro secondary industries
- Trust Administration & Fiduciary Accounting Services (FSAAANAF), Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where Fiduciary Benchmarks is headquartered
LocationHeadquarters
- HQ city
- Tigard
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fiduciary Benchmarks business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Retirement Plan Benchmarking Services: Subscription-based access to benchmarking tools, reports, and analytics for retirement plan evaluation. Clients pay for ongoing access to proprietary data and comparative analysis tools.
- Managed Account Benchmarking: Specialized benchmarking solution for assessing managed account offerings, likely offered as an add-on or separate subscription tier.
- Research & Analytics: Data-driven research and analytical services leveraging the company's database of over 375,000 retirement plans, provided to Service Providers for business decision-making.
- IRA Rollover Compliance Services: Best interest compliance solution producing client-friendly documentation for IRA rollover recommendations, offered as a professional service.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based enterprise pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Fiduciary Benchmarks product offering
Product offeringCore offering
Fiduciary Benchmarks (operating as Fiduciary Decisions & Insights / FDI) provides subscription-based benchmarking, analytics, and compliance tools for the U.S. retirement plan ecosystem. Its offerings use a patented value and fee methodology to help Service Providers and Plan Sponsors assess plan value, fees, managed account offerings, plan design alternatives, and IRA rollover best-interest compliance. The platform is supported by a proprietary research database covering more than 375,000 retirement plans across all market segments.
Product overview
Fiduciary Decisions & Insights provides technology, tools, and research that are independent, comprehensive, and actionable for Service Providers and Plan Sponsors. The offering is structured as a suite of distinct benchmarking and analytics products: Retirement Plan Benchmarking (patented value and fee methodology), Managed Account Benchmarking (for managed account offerings), the Interactive Plan Design Application (plan design analyzer), Research & Analytics (covering 375,000+ retirement plans), and IRA Rollover Compliance Services. Additional offerings include a Fiduciary Protection Package for plan sponsors and DCIO Services for investment providers. The company positions itself as a technology and insights platform enabling independent benchmarking and compliance across the retirement plan ecosystem.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Benchmarking
Companies that use Fiduciary Benchmarks
Customer profileSegments3 records
Ideal customer profiles3 records
Fiduciary Benchmarks technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Fiduciary Benchmarks partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Fiduciary Benchmarks competitors and assessment
Company assessmentBroad incumbents
- Broadridge Financial Solutions: Broadridge owns BrightScope and fi360 and is a large financial-data and technology incumbent. It competes with FDI through owned assets and could broaden benchmarking to its large recordkeeper and advisor customer base.
- PlanSponsor (Crain Communications): PlanSponsor is a long-running industry publication and data provider covering retirement plans, including industry surveys and benchmarking reports. It overlaps with FDI's research and benchmarking coverage as part of a broader media/data portfolio.
- Empower Retirement: Empower is a major recordkeeper that offers benchmarking, managed accounts, and fiduciary services to plan sponsors. While not a pure benchmarking vendor, it competes for the same fiduciary compliance and plan design budget as FDI.
- Morningstar Retirement (Morningstar): Morningstar provides retirement plan research, managed accounts, and analytics used by plan sponsors and advisors. Its retirement data and benchmarking assets overlap with FDI's Research & Analytics offering, though it operates a much broader investment research franchise.
Direct peers
- fi360 (Broadridge): fi360 provides fiduciary toolkits, due-diligence questionnaires, and investment oversight software for retirement plan advisors. Like FDI, it serves the advisor/plan-sponsor workflow with compliance and benchmarking content.
- RPAG (Retirement Plan Advisory Group): RPAG offers benchmarking, analytics, and a curated provider marketplace for retirement plan advisors. It competes head-on with FDI in plan benchmarking and advisor enablement.
- BrightScope (Broadridge): BrightScope was the most direct competitor in retirement plan ratings and benchmarking before its acquisition by Broadridge. It offers plan analytics, fee benchmarks, and advisory tools overlapping squarely with FDI's Retirement Plan Benchmarking product.
Emerging players
- Junxure / Practifi: Practifi is a CRM and practice-management platform for financial advisors with adjacent benchmarking and reporting capabilities. It is an emerging player whose advisor-tooling focus partly overlaps with FDI's Service Provider workflows.
Others
- ISS-Corporate (Institutional Shareholder Services / ISS STOXX): ISS provides governance, ESG, and investment data to institutional investors. It is adjacent to FDI through retirement plan fiduciary analytics and institutional data infrastructure rather than direct plan benchmarking.
- Retirement Industry Trust Association / NAPA Net: NAPA Net and similar industry bodies provide content, benchmarking publications, and community for retirement plan advisors. They are ecosystem participants that complement or substitute for parts of FDI's thought leadership and benchmarking distribution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Fiduciary Benchmarks social profiles
Digital presenceFiduciary Benchmarks financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fiduciary Benchmarks leadership team
Management profileNumber of profiles
Profiles8 records
Fiduciary Benchmarks funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fiduciary Benchmarks M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fiduciary Benchmarks
What does Fiduciary Benchmarks do?
Fiduciary Benchmarks (operating as Fiduciary Decisions & Insights / FDI) provides subscription-based benchmarking, analytics, and compliance tools for the U.S. retirement plan ecosystem. Its offerings use a patented value and fee methodology to help Service Providers and Plan Sponsors assess plan value, fees, managed account offerings, plan design alternatives, and IRA rollover best-interest compliance. The platform is supported by a proprietary research database covering more than 375,000 retirement plans across all market segments.
Is Fiduciary Benchmarks a public or private company?
Fiduciary Benchmarks is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fiduciary Benchmarks founded?
Fiduciary Benchmarks was founded in 2007. It employs 11 to 50 people.
Where is Fiduciary Benchmarks based?
Fiduciary Benchmarks is headquartered in Tigard, United States, in the North America region.
How does Fiduciary Benchmarks make money?
Four revenue lines are on record. Retirement Plan Benchmarking Services are the primary driver. The others are managed Account Benchmarking, research & Analytics and IRA Rollover Compliance Services.
Who are Fiduciary Benchmarks's main competitors?
Broad incumbents on record are Broadridge Financial Solutions, PlanSponsor (Crain Communications), Empower Retirement and Morningstar Retirement (Morningstar). Direct peers are fi360 (Broadridge), RPAG (Retirement Plan Advisory Group) and BrightScope (Broadridge). Junxure / Practifi is listed as an emerging player. Others are ISS-Corporate (Institutional Shareholder Services / ISS STOXX) and Retirement Industry Trust Association / NAPA Net.
Does Fiduciary Benchmarks have an API?
No public API is recorded for Fiduciary Benchmarks.
What industry is Fiduciary Benchmarks in?
Fiduciary Benchmarks's product category is Retirement Plan Benchmarking & Analytics. Its primary akta.pro industry code is FSAEABAF, Retirement Plan Participant Advice & Managed Accounts, with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 523940 and its SIC code is 6411.