License Our Trusted 401(k) Data

Broker Dealers and Registered Investment Advisors rely on 401k Averages Book data to populate parts of their IRA rollover recommendation and Best Interest forms and disclosures.

Why choose 401k Averages Book data?

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Access data from a well known source

Published since 1995, the 401k Averages Book is the oldest, most recognized resource book for non-biased, comparative 401(k) average cost information.

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Customize the precise data you need

You can choose from a variety of our prebuilt 401(k) fee tables or customize your own. We have average data on total 401(k) plan costs, investment and recordkeeping fees and much more.

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Pick & choose the right data for any use

License our data and incorporate the exact data you need where you need it. Make use of the 401k plan cost data to incorporate into your SEC’s Regulation Best Interest or DOL’s Prohibited Advice Exemption 2020-02 IRA rollover recommendation acknowledgement/disclosure forms. 

Affordable 401k Fee Data Licenses for Broker Dealers and RIA’s