Advisor Help Matters

• The annual performance gap between Help Participants and Non-Help Participants’ median returns was 3.32%, net of fees over the period 2006–2012.2 This difference can have a meaningful impact on wealth accumulation over time. For a 45-year-old Help Participant, it could translate to 79% more wealth at age 65.  FinancialEngines-2014-Help-Report.pdf