Pricing

Lite


Free


National Retirement Plan Database
Advanced Search
Plan Profiles
Plan Contact Information – LITE
Form 5500 Downloads (with attachments)
Save Searches
Excel Export







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Advisor – Premium


$ 1800 / Year


Everything from Lite, plus:
Up to 3 users
Plan Executive Contact Database – PREMIUM
Investment Menu Database
401k Fiduciary Analysis – Fees & Potential Savings
401k Fiduciary Analysis – Fund Lineup
401k Fiduciary Analysis – Diversification
Recommended Lead List
Plan Investment Monitoring
Email Alerts
Client-Friendly Reporting
Premium Client Support


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ENTERPRISE


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Geared toward a TPA, recordkeeper, large advisor or asset manager

All of the benefits of the Premium plan with an ability to redistribute data and reports, and access more data.









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For more information on consulting, a custom project or quote? Please email us at info@planprofessional.com or call us at (404) 913-2554.

 

Interested in licensing PlanPro data? We’d love to talk!