PlanSource vs The Retirement Analysis Kit vs V3

Rating


4 / 5
(10)

(0)

(0)

Starting Price

$4.00/month/user

$500.00/year

Not provided by vendor

Best For

PlanSource works exclusively with brokers to serve small, medium and large groups across multiple industries.

TRAK is effective in the 401(k), 403(b)/457 and the Federal markets in one-on-one client meetings and with plan participant groups.

Not provided by vendor

Ideal number of Users

2 - 1000+

1000+

Not provided by vendor

Ease of Use


3.5 / 5

Customer Support


3.5 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Product Features

  • close Claims Management
  • check COBRA Administration
  • close Deduction Management
  • close Disability Insurance Administration
  • check Employee Database
  • close FMLA Administration
  • check For Brokers
  • check For Employers
  • check FSA Administration
  • check Health Insurance Administration
  • check HIPAA Compliant
  • check Life Insurance Administration
  • close Provider Management
  • close Retiree Administration
  • close Retirement Plan Management
  • check Self Service Portal
  • close Claims Management
  • close COBRA Administration
  • close Deduction Management
  • close Disability Insurance Administration
  • check Employee Database
  • close FMLA Administration
  • check For Brokers
  • close For Employers
  • close FSA Administration
  • close Health Insurance Administration
  • close HIPAA Compliant
  • close Life Insurance Administration
  • close Provider Management
  • close Retiree Administration
  • check Retirement Plan Management
  • close Self Service Portal
Not provided by vendor

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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PlanSource vs The Retirement Analysis Kit vs V3

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