1. Full year 2025 Data Gathering

All data is strictly confidential - names are removed from the database after the data is validated. A one-hour coaching and data validation call for your practice leader is included. Only firms who contribute to the study receive the full report.
Questions? Email robin@winmoreplans.com

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* 1. Contact Information

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* 3. Phone

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* 4. Your Firm Name

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* 5. Your Home Office State

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* 6. How many offices does your practice operate out of?

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* 7. Number of States Where you Serve Retirement Plans

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* 8. Do you have a broker-dealer?

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* 9. Your business model

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* 10. Assets Under Management (AUM)

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* 11. Retirement Plan AUM breadth

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* 12. What is your required minimum plan revenue and/or your minimum plan size?

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* 13. What percent of your total revenue comes from each business line? (skip services you don't offer; the sum should be 100% of your revenue)

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* 14. How much revenue for each business line comes from (or is tied to) your retirement plan clients? (Skip business lines you do not service)

  No revenue from retirement plan clients. < 10% of revenue 11-50% of revenue > 50% of revenue NA or unsure
Wealth
Corporate
Endowments and Foundations
Risk & Insurance
Employee Benefits
Other

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* 15. If you have wealth business, for every $1 in retirement plan AUM, what is the multiple of wealth AUM from retirement?

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* 16. How much retirement plan business in 2025 came from your other lines of business? (Skip business lines you do not service)

  No direct contributions to retirement plan business. 1 plan 2 plans 3-4 plans 5 or more plans
Wealth
Corporate
Endowments and Foundations
Risk & Insurance
Employee Benefits
Other

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* 17. Practice versus Retirement Plan Business Revenue Metrics (2023/24, average large practice revenue was $3.2m; medium practice was $1m; small practice was $400k)

From this we will calculate and share average growth rates by practice size, by region and other demographic trends. It is confidential, your name will be removed and no individual firm data will ever be shared.

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* 18. How is your revenue spent? (Skip those you don't have; should sum to 100% of your revenue)

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* 19. Which of the following do you have?

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* 20. What technology or tools do you use for

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* 21. How valuable is your Ai tool

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* 22. Which merger activity have you participated in?

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* 23. Notes for the research team regarding this section (Or email robin@winmoreplans.com)

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