SDBA Calculator

This is an interactive value-discovery tool to show how SDBA adoption can create potential new revenue from assets already existing in an advisor’s client base. Easily adjust the sliding-scale inputs to create a new scenario.

SDBA Opportunity Calculator

You have an opportunity to capture ~$29,531 in additional annual revenue

From assets your clients already have

Advisor Inputs

Number of Clients with Employer-Sponsored Retirement Accounts150
Average Assets in each Retirement Account$350,000
% of Accounts Eligible for SDBA40%
% of Clients that will Transition Accounts50%
Advisor Fee (fixed)
0.75% (75 bps)
Pre-set and not adjustable
Valuation Multiple3x

Opportunity Snapshot

Live
Scenario

A dashboard view of potential revenue and practice value impact.

Eligible
105
clients
Adopting
26
clients
Untapped Assets
$3.9M
captured
Annual Revenue Opportunity 75 bps fixed fee
$29,531
~$1,125 per adopting client 25% adoption rate
Practice Value Increase
$88,594
Based on a 3x valuation multiple
Opportunity Source
Existing Client Base
From assets your clients already have
Balanced Scenario

This scenario reflects 26 clients adopting the solution, representing $3,937,500 in newly managed retirement assets with a practical adoption pace.

Revenue Growth Over Time

Cumulative Revenue Impact

Client Adoption Growth

For financial advisor use only.

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