Enterprise Level Clients

We offer custom white-labeling services for enterprise level clients. Let us build a custom package to suit your needs. From advisor processes and sales tracking to back-end infrastructure flow and compliance support, we’ve got you covered. Contact us today for more information and pricing.


Subscription Options


  • Standard
  • Professional
  • Advanced Solutions
Standard Professional Advanced Solutions
Monthly Price (Paid Annually)
*See Terms
Free $99 Call for more info
Standard Features
Easy Setup
No software to install — quick and easy online sign up.
Concierge Onboarding Service
Assistance onboarding your existing plans.
Unlimited Requests for Proposals (RFPs)
Request proposals from leading recordkeepers. .05% fee of AUM on RFP conversions for fiduciary monitoring, breakpoints available.
National Plan Search
Search plans nationwide powered by BidMoni and DOL Form 5500 data.
Ongoing Plan Monitoring
Access to reports that utilize incoming market data to benchmark plan fees and provide ongoing and automated fee monitoring.
Predictive Plan Design
Discover tax advantages of different plan designs to determine the best fit for your client. Easily compare plan formats in a simple and easy to understand format.
Premium Features
Startup Prospector
Sort and filter companies without a plan based on a specific geographic location. An advanced search feature allows users to search companies based on:
  • - Number of Employees
  • - Annual Payroll
401k Prospector
Sort and filter plans based on a specific geographic location. An advanced search feature allows users to search plans based on:
  • - Current Service Provider
  • - Fiduciary Risk Factors / Unique Plan Characteristics
Wellness Reports
Access to Fiduciary Wellness Reports available for every ERISA plan.
$25-$50 per report
LinkedIn® Integration
Grow your network and ask for referrals by connecting with a plan's named sponsor and other key employees.
Schedule Demo
*Additional White Label, Firm Level, and Licensing options available. Contact for more information


  • Covers both the initial request for proposal (RFP) and subsequent benchmarking
  • Only charged upon selection of an RFP respondent
  • Charged from plan assets
  • Applies to plans from $0-$25,000,000 AUM
  • Custom pricing offered for plans over $25,000,000

Let's check your plan

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