Landing a plan costs an advisor about $3,000 and most of a week — roughly 80% of it your own time. One won 401(k) is worth ~$13,600/year for a mid-size plan, ~$18,500 at $5M, up to ~$85,000 at $50M — recurring, for years. Every price below is a fraction of a single win.
Every prospectable plan in your market — scored, with fees, providers and filing history.
Advisor-of-record departures, recordkeeper switches and fee moves, filing year over filing year — who came open on the latest filings.
Extracted fund lineups on 4,100+ plans and growing: party-in-interest and undisclosed issuer-affiliation — an inference the filing itself never makes.
Where a plan sits vs its peer p25 / p50 / p75, by plan type and size.
A per-plan, ready-to-send pitch with fee scenarios — the research becomes the outreach.
Recordkeeper and TPA intelligence, prospect segmentation, and the state/city map of the book.
Access is scoped to the geography you buy. Upgrade from a state to its region or national at any time — you only pay the difference. Billed annually.