Full corpus · Lead reports · Fee benchmarks · Decision-maker emails
Form 5500 prospecting that costs what it should.
Search every retirement plan in the U.S., run curated lead reports on failed disclosures, missing auditors, fee outliers, and party-in-interest concentration, and benchmark any plan against peers in seconds — for $49/month, well below ErisaPedia PDI and Judy Diamond Prospector.
Free tier forever. 14-day Pro trial. No card surprises.
Free
$0forever
For curious advisors and one-off prospect lookups.
- Search every Form 5500 filing across plan years 2022–2024
- Faceted filtering by state, plan type, size, assets
- Custodian / recordkeeper / advisor / auditor filters
- Full plan detail pages with provider Schedule C
- 100 rows per CSV export
- Holdings facet — find plans holding any fund family
- Auto-detected plan signals on every plan page
- Benchmark calculator vs peer plans
- Industry / NAICS sector filtering
- Link to the official DOL filing PDF
- Multi-year history & YoY change reportsLead-report CSV exports (higher caps)Decision-maker email enrichment
Most popular
Pro
$49/month
For advisors and auditors actively prospecting plans.
- Everything in Free, plus:
- Unlimited filtering & search
- 1,000-row CSV exports on any search
- Full Lead Reports — failed disclosures, missing auditor, PI concentration, fee outliers, SDBA, fragmented stacks
- Multi-year history (2022–2024) queryable side-by-side
- YoY change reports: auditor changed, RK changed, first-time filers, asset drops
- BrightScope-style 0–100 plan health score with A–F grade and pillar breakdown
- Decision-maker email enrichment (CFO / HR / Benefits) via integrated Apollo / RocketReach lookup
- Email support
Team
$199/month
For RIA teams, asset managers, and recordkeeper sales orgs.
- Everything in Pro, plus:
- Bulk CSV exports up to 5,000 rows
- Higher decision-maker enrichment quotas
- Priority email support
- Saved searches & email alerts (roadmap)API access (roadmap)CRM connectors (roadmap)
What advisors actually pay today
Approximate public list pricing per vendor websites. Verify direct with each vendor — discounts and seat bundles are common.
| Tool | Price | What you get |
|---|---|---|
| DOL EFAST2 | Free | Search by name/EIN only · no facets, no rollups, raw PDFs |
| FreeERISA Basic | Free | Name / state / zip search only |
| FreeERISA Deluxe | $15/mo | + asset / participant / plan-type filters |
| 5500 Analyzer Proyou | $49/mo | Full filtering + holdings facet + signals + CSV + history |
| ErisaPedia CPAP | $87/mo | Audit prospecting · single seat |
| Judy Diamond Prospector (state) | $75/mo | 500+ search fields · single state |
| ErisaPedia PDI | $174/mo | Plan Data Intelligence · benchmarking · AI emails |
| Judy Diamond Prospector (national) | $350/mo | All plans · plan score cards · CRM exports |
| BrightScope MarketPro | Enterprise | 10+ years trended · CRD/FINRA/SEC · 1.5M DB plans |
Feature for feature
Where 5500 Analyzer beats the entry tiers and matches the mid-tier products at a fraction of the cost.
| Capability | FreeERISA Basic | FreeERISA Deluxe ($15) | 5500 Analyzer Pro ($49) | JD Prospector ($75-350) | ErisaPedia PDI ($174) |
|---|---|---|---|---|---|
| Faceted plan search | |||||
| Filter by recordkeeper / custodian / auditor | |||||
| Holdings facet (find plans holding fund X) | |||||
| Schedule of Assets line items | |||||
| Auto-detected red flags on every plan | |||||
| Lead reports (missing auditor, PI, fees, SDBA) | |||||
| Benchmarks (peer fee bands + market share) | |||||
| Multi-year history (2022–2024) | + | 3 years | 3 years | ||
| YoY change reports (auditor/RK change, asset drop) | |||||
| Plan score cards (BrightScope-style A–F grading) | |||||
| Industry / NAICS sector facet | |||||
| CSV export (capped) | $65/file | yes | 1,000 rows | 1,000 rows | 5,000 rows |
| Decision-maker contact data | |||||
| Modern UI |
Start your 14-day free trial
No charges for 14 days. Cancel anytime. Card required only to verify your identity (we’ve seen too many advisors burning the free tier with bots).
Looking for Team? See tiers above. Need an enterprise quote? [email protected].