Actionable Form 5500 Reports
Expertly curated insights from 1M+ filings - no data wrangling required
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Benchmark Blueprint
Compare 401(k) plans by fees, participation rates, and asset growth across 10,000+ plans.
$297 /report
- ✓ Custom peer group analysis
- ✓ Fee benchmarking
- ✓ Excel + PDF formats
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Market Mover Matrix
Comprehensive analysis of service provider dominance by assets, plans, and regions.
$497 /report
- ✓ 5,000+ providers analyzed
- ✓ Fee benchmarking
- ✓ Client retention analysis
- ✓ PowerPoint summary deck
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Insight Navigator
Tailored reports built to your exact specifications by our Form 5500 experts.
$1,500+ /project
- ✓ Define exact parameters
- ✓ White-label options
- ✓ Priority delivery
- ✓ Quarterly updates