Need a slice the standard product doesn’t cut?
We build custom datasets and recurring deliverables off the full Form 5500 universe. Anything we can pull from the raw filings, cleaned, ranked, and shipped on your cadence — usually within a week, sometimes overnight.
Three flavors, every one a one-off
We don’t sell prepackaged reports. Every engagement starts with what you’re actually trying to learn or sell, and the deliverable is shaped to that.
Built to your ICP, not ours
Filter by sponsor size, industry, geography, plan health, carrier, broker, fee outliers, recently terminated brokers, recently filed first-year plans — anything we can express against the warehouse.
- Texas + Oklahoma 401(k) plans, $5M-$50M assets, no current advisor signing
- Mid-market self-funded health plans without stop-loss, by state
- Pension plans with funded ratio outliers in a specific NAICS
Slices the CSV downloads can’t express
Multi-state pulls, cross-form joins, year-over-year longitudinal cohorts, broker books-of-business with carrier mix, recordkeeper share by industry, anything that needs a join the public CSV doesn’t carry.
- All Schedule C TPA fees by recordkeeper, last 3 years
- Broker books with renewal seasonality and carrier concentration
- All large-plan auditor changes year-over-year
For investment + corp dev teams
Market mapping, competitive intelligence, deal targeting, due diligence support. We’ve built sector rollups for PE, broker M&A targeting, and recordkeeper share studies.
- TPA market sizing by region with revenue proxies from Schedule C
- Broker M&A target lists ranked by client retention + book size
- Recordkeeper share-of-wallet by industry and plan size band
Three steps, no procurement theater
Send a sentence, get a quote.
One message starts it. Tell us what you’re trying to do — even roughly — and we’ll come back same-day with a yes/no, a scope, and a price. No NDA dance, no discovery loop.
Common questions
What does it cost?+
One-off pulls usually land between $500 and $5,000 depending on complexity. Recurring deliverables (weekly prospect lists, monthly market reports) run on monthly retainer, typically $2,000-$10,000/mo. We quote fixed scope before any work begins.
What format do you deliver in?+
Whatever fits your workflow — CSV, Excel, JSON, parquet, PDF, or a one-time SQL view inside our warehouse you can query directly. We’ve also delivered Google Sheets dashboards and Tableau extracts.
Can you sign an NDA?+
Yes, mutual NDAs are routine. Mention it in the first message and we’ll send ours, or we’ll counter-sign yours. We don’t share client work or client identities, ever.
Do you do exclusivity?+
On bespoke deliverables, yes — your prospect list is yours. On general market research and sector rollups we sell, we’ll discuss it case-by-case.
How long does it take?+
Most one-off pulls deliver within 3-7 business days. Same-week is typical; same-day is possible for narrowly scoped requests against data we already have indexed.