Build Your Book

Book-of-business growth calculator

See how your group retirement book compounds over time. Adjust the inputs to model your own growth trajectory.

Assumptions ▼

Plans sold per year

New employer plans closed annually

Members per plan

Average members per employer plan

Avg. employee contribution / year ($)

Per employee (e.g., $500/mo = $6,000)

Cashflow commission (% of contributions)

Commission on each contribution dollar

AUA commission (% of assets)

Trailing commission on total AUA

Avg. bulk transfer AUA ($)

Total AUA transferred per bulk plan

Bulk transfer compensation (%)

One-time commission on bulk transfer AUA

Bulk transfers vs. startups

25% bulk / 75% startup

Investment return assumption

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● Cashflow ● AUA-based ● Bulk