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529 College Savings

The 529 College Savings Practice provides in-depth analysis, commentary and data across key areas within the 529 industry. Our research covers the latest marketing and distribution trends, insight into 529 fees, performance and investment lineups along with other key market trends impacting the competitive landscape of the college savings industry

Click on the tabs below to get an overview of each publication underlying the research subscription:

This publication assesses trends and changes to 529 fees, performance and investment lineups. Fees are provided at the investment option level as well as for aggregate plan, distribution channel and investment types. The report also provides a detailed breakout of the components that add up to the total annual asset based fee for each investment option. Each issue provides data on the number of plans in a category as well as total asset-based fees by average, average minimum, and average maximum levels. The report analyzes fees along the adviser, fee-based and direct channels, as well as by asset allocation, age-based and individual portfolio types.

The report includes a new performance analysis section that allows firms to benchmark plan performance against the industry average and track the industry against the broader market. An enhanced industry overview of investment lineup changes by product providers is a foundation for analyzing forward-looking trends.

Latest Reports
7/19/2017 2Q 2017 529 Fee AnalysisSee summary
4/12/2017 1Q 2017 529 Fee AnalysisSee summary
1/9/2017 4Q 2016 529 Fee AnalysisSee summary
10/6/2016 3Q 2016 529 Fee AnalysisSee summary
7/8/2016 2Q 2016 529 Fee AnalysisSee summary
4/6/2016 1Q 2016 529 Fee AnalysisSee summary
1/11/2016 4Q 2015 529 Fee AnalysisSee summary
10/9/2015 3Q 2015 529 Fee AnalysisSee summary
7/6/2015 2Q 2015 529 Fee AnalysisSee summary
4/21/2015 1Q 2015 529 Fee AnalysisSee summary