Employee Benefit Plan Analytics
Instant search across 7.9M filings. Plan benchmarks and history. Built for retirement and benefits advisors.
We've analyzed a decade of public filings to build the best tools for advisors
We update our data daily with feeds from the U.S. Department of Labor. We then clean the data and apply our proprietary benchmarking algorithms to create a set of analytics advisors can use 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. Compose what you want; the count narrows as you tick.
- Savable viewsRe-run them next week to catch the plans that crossed your threshold.
- Unlimited exportsCSV exports for your own analytics or CRM.
- 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 listIdentify every plan your competitors serve to target your sales efforts.
- 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 with a click20-row sample on every state, no signup. Full state file as plain CSV, one click.
- 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
Built for advisors and consultants
Free to search, filter, and download Form 5500 PDFs. Solo seats are $34.99/month. The team plan covers up to 5 seats for $99.99/month. Monthly billing, cancel any time.
- Search every plan in the index
- 30+ filter facets
- Public plan pages
- Form 5500 PDF downloads
- Save up to 10 plans and 5 searches
- Sample CSV exports per state
- Full plan pages, ten years deep
- Peer benchmarks and percentile ranks
- Savable views and saved plans
- Unlimited sourced CSV exports
- Everything in Solo
- Up to 5 seats
- Shared saved views and saved plans
- Centralized billing
- Priority support