Privacy notice.

PlanOptica is a research tool built on top of the public Form 5500 filings published by the U.S. Department of Labor. This notice explains the personal data we handle to run the service.

What we collect

• Account information - email, name, team membership, and billing details, captured when you sign up or are invited to a team.
• Usage data - aggregated analytics about which pages and filters are used, to improve the product. We don't sell or share this with advertisers.
• Public filing data - the Form 5500 data in the product is already public domain. It is not personal data of yours.

How we use it

• To run your account and the service.
• To bill you and your team for the service.
• To respond to your support requests.
• To improve the product and fix issues.

What we don't do

• We don't sell or rent personal data to third parties.
• We don't serve third-party advertising, and we don't place tracking pixels for ad networks.

Your choices

You can update or delete your account from your profile. To request a copy of the data we hold on you or to ask us to delete it, write to us at hello@planoptica.com.

Questions

We're happy to talk about any of this. Email us at hello@planoptica.com and we will get back to you.