Morningstar

Morningstar Financial Planning APIs

US financial-planning building blocks from the Dynamic Services APIs family - households, household members, portfolios, retirement plan lookup and benchmark fees, statement OCR, and report retrieval/file management.

Documentation GitHub OpenAPI

Operations 1

GET /v1/retirementplan/BenchmarkFees Get retirement plan benchmark fees #

Documentation

📖

Documentation

https://developer.morningstar.com/content/apis/financial-planning/overview/financial-planning-overview.md

Specifications

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-benchmarkfees-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-buckets-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-custodians-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-holdings-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-households-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-office-client-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-office-institution-client-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-office-members-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-plan-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-plannames-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-profiles-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-report-files-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-statement-details-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Retirement Plan (US) Benchmark Fees API
  version: 1.0.0
  description: 'Use the Retirement Plan API to:


    - Get details, including plan lineups, for over 600,000 United States employer retirement plans based on form 404a-5 and form 5500 filings.'
servers:
- url: https://www.us-api.morningstar.com/ec
  description: PROD
security:
- bearerAuth: []
tags:
- name: BenchmarkFees
paths:
  /v1/retirementplan/BenchmarkFees:
    get:
      tags:
      - BenchmarkFees
      summary: Get retirement plan benchmark fees
      description: Get a list of standard retirement plan benchmark fees. The response will return a list of all benchmark fee models the user is entitled for. No parameters are required to be passed for this API.
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
            application/xml:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
            text/xml:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
        '401':
          description: Unauthorized
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
            application/xml:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
            text/xml:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
      operationId: getV1RetirementplanBenchmarkFees
      x-operation-id-source: derived
components:
  schemas:
    ErrorDetails:
      type: object
      properties:
        statusCode:
          type: integer
          format: int32
        message:
          type:
          - string
          - 'null'
      additionalProperties: false
    BenchmarkFeeModel:
      type: object
      properties:
        benchmarkName:
          type:
          - string
          - 'null'
          description: Name of the benchmark, including applicable plan size dollar amount range
        benchmarkFeeRatio:
          type: number
          description: Typical plan-level fee for a retirement plan of this size
          format: double
        benchmarkFeeandExpenseAvg:
          type: number
          description: Average investment expenses for a retirement plan of this size
          format: double
      additionalProperties: false
      description: Benchmark Fee Model
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer