MOC Fiduciary Intelligence
Your MOC Fiduciary Score runs from 1 to 10. It measures how well your self-funded plan meets fiduciary standards across 32 indicators. Here is how we build it.
The mix
Your Fiduciary Score represents what your plan does measured against what the law requires.
The framework
The result
Confidence
Uploaded documents and data produce a higher-confidence score. Answers backed only by attestation are capped at maturity level 2, which converts to 5.0. Documented evidence lets an indicator score above that cap.
When documents or data are missing for a domain, an attestation questionnaire is presented to fill the gaps so every indicator can still be scored.
The more of the plan record you upload, the more of the true picture of your plan the score will represent.
Upload your documents and data, run your first report for free, and see where the dollars are sitting in your plan.
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