Deep Form 5500 Insights

We’ve enhanced Form 5500 data to deliver custom insights on benchmarking, pay, culture, financial wellness, 401(k) loans, fees, M&A targets, and more.

Get an Edge with Unique use cases

Financial Wellness and More

Relative ratings on workforce financial fragility, evidence of pay differences, and culture, based on tens of thousands of firms across industries, sizes, and regions, and metro areas. High buy-in on defined contribution plans with low loans, high match, low fees.

Unique Targeted Lists

Example: “Show me all 5500 signers with emails for firms with 100-250 employee, growing faster than peers, that work with Charles Schwab, don’t have a safe harbor plan, and have below median 401k match.”

Retirement Plan Mining

Filter by any reported aspect of retirement plan menu, fees, rankings, other provider relationships. “Show me all firms and key contacts in the Northwest with over 200 employees that offer target date funds (TDFs) and have administration fees above the median.”

Retirement Benchmarking Sample View

Example: Miami CBSA

Health Plan Accommodation Industry Example

5500 SF Filings

Includes census and retirement plan details on nearly 600,000 ERISA plan sponsors with 2-50 eligible employees at the start of the filing year. Available via dashboard or csv file. Bespoke and set for your use cases.

Targeted Lists

We rank and slice any field and enhance with emails for key contacts.

Examples: yoy employee growth, key contacts (signers), metro area, address, industry, sector, plan loan rates, firm match ratings, assets per account, years history, and more…

FAQs

Bespoke Analytics

A free 15 min Consultation

Discuss your needs and challenges with a free data consultation. Our data include 600k+ firms, 20 sectors, 90 industries, health insurers, 401k admins, brokers, emails if needed, and more, across CBSAs and states.

We mold to your needs

We adapt our data to your needs and objectives. We use Google Cloud and Looker to put quick and scalable solutions at your fingertips. All with an option for a custom portal and secure login.

One-Time or Ongoing

One-time csv file or a custom portal with a secure login. Costs start at $1,500 with additional fees for a custom portal, and by fields with emails for key contacts.