Employee Benefit Plan Analytics
Instant search across 7.9M filings. Plan benchmarks and history. Built for retirement and benefits advisors.
Look up a sponsor by EIN with the free ERISA search
We've analyzed a decade of public filings to build the best tools for advisors
We check the U.S. Department of Labor every night. New filings land when DOL posts them. We clean the data and benchmark the plans. Advisors use the results to target and win business.
The plan analytics are absolutely best in class.
Filters that find the plans, not the noise
100+ facets across sponsor, plan size, fees, fund lineup, audit findings, and prospect flags. Combine any filters. The count narrows as you tick.
- Savable viewsRe-run them next week to catch the plans that crossed your threshold.
- CSV exports10,000 rows per export on Solo, 50,000 on Team.
- Saved plansSave your favorite plans for quick access.
Benchmarks and analytics
Peer ranking so you can quickly compare plans across a range of benchmark performance indicators. Historical performance trends over 10 years.
- Peer rankPlans benchmarked against plans of similar size in the same industry.
- Ten-year trendsAll major benchmarks trended over a ten year horizon
- DocumentationQuick downloads of plan documentation and 5500 forms
Rich insights on your competitors
See market share trends, wins and losses, and more on all plan service providers: recordkeepers, benefit brokers, auditors and more.
- Book of business target listFind the plans your competitors serve and target them.
- Competitive trendsUnderstand competitive plan count, AUM, premium volume. Identify wins and losses
- Full database across retirement and benefitsWe've done the work and identifying all the providers for each major benefit plan
Every U.S. plan, in one CSV per state
The cleaned-up, query-ready Form 5500 universe - sponsor identity, NAICS, participants, assets, premiums, carriers, brokers - shipped as plain CSV, organized by state.
- 50 states + DCRetirement and welfare in separate files. One row per plan, normalized columns.
- Plan page + 5500 PDF links per rowEach row carries a direct link to the PlanOptica plan page and the filed Form 5500 PDF.
- Sample free, full file on Solo20-row sample on every state, no signup. Full state file needs Solo (5 states a month) or Team (10).
- Refreshed monthlyFiles regenerate every time the warehouse picks up new DOL filings.
Custom datasets and research for deep insights
Our ten year data set is a rich trove of data to build custom datasets and analytics for your research
- Custom datasetsFiltered, joined, and exported in the format you ship to clients - monthly feeds or one-off pulls
- Engagement-led researchMarket sizing, trend analysis, market share growth, geographic analysis and more
- Trusted by the industryUsed by consulting firms, private equity, brokers, carriers, and retirement plan providers