About
Plan research, built for the advisors who read the filings.
PlanOptica turns the public Form 5500 universe into something you can search, compare, and quote. Every retirement and welfare plan, peer-ranked and a decade deep, with every figure sourced to the line it came from.
What we believe
Plan-level intelligence should be a five-minute task, not a five-day project. The filings are public; the work is in making them readable, comparable, and trustworthy enough to put in front of a client.
We don't score plans. We surface the figures, rank them against peers, and link every number back to the schedule and line on the original filing. The advisor draws the conclusion.
Who it's for
- Retirement-plan advisors prospecting by geography, plan size, fee outliers, or compliance flags.
- Recordkeepers and TPAs tracking books of business and benchmarking service-provider fees.
- Welfare consultants and brokers reading carrier portfolios and renewal calendars.
- Researchers and journalists who want ten years of plan trajectories without wrangling raw bulk ZIPs.