HR BENEFITS
Same Advisors.
Same Plans. Just
Less Waste.
You could be overspending by 10–25% on benefits and executive compensation—and not know it. We audit and benchmark:
Group health and ancillary benefits
Life and disability insurance
401(k) plan fees and structures
Non-qualified deferred comp plans
We work alongside your current brokers and plan advisors—or, if desired, introduce vetted, trusted partners aligned with your goals.
Member Benefits:
You only pay if we uncover verified savings
Focused solely on cost optimization, not investment returns
Keep your existing relationships, unless you choose otherwise
Fully confidential, compliant, and pressure-free
HOW IT WORKS:
Upload plan summaries, invoices, and fee schedules
Include latest 408(b)(2), 404(a)(5), and any NQDC cost disclosures
We conduct a forensic benchmark and present opportunities
You decide whether to act, we only invoice from validated savings
Want to explore other advisor options? We’ve pre-vetted a short list of high-trust professionals across benefits, retirement, and insurance, available for confidential consultations.
→ Upload plan and fee disclosure docs securely
→ Get clarity within 7 business days
No disruption. No commitments. Just transparency.