Pricing

One report. Three ways to buy it.

Every option produces the same sourced report and one-page summary. Choose by how often you need one.

Per report

$795 per report

For an occasional plan review, with no subscription.

One analysis and full PDF report

One-page institutional summary

Pay only when you need a report

Individual

$595 per month

For one advisor or reviewer who works with several plans.

Everything in a per-report purchase

One user

[Reports included per month: to be confirmed]

Firm license

$1,500 per month

For a firm that wants the same method across its team.

Everything in the individual plan

Multiple users

[Users and reports included: to be confirmed]

Included with every report

The full report with the Plan Assessment Score, the Evidence Confidence Index and the step-by-step calculation.

Three separate coverage measures, so you can see how much evidence was assessed.

Every finding with the exact source text and the file it came from.

An action plan grouped by who should act.

A one-page institutional summary.

Automated quality controls before release.

Common questions

Which documents does a report need?

The plan document or adoption agreement, Form 5500 with Schedule SB, the actuarial valuation, the investment statement and, if available, the nondiscrimination testing report. Missing documents are allowed: those checks are marked Not determined and the report says how much was assessed.

Is the report an actuarial opinion?

No. It is a screening analysis. Matters that need judgment are routed to the enrolled actuary, ERISA counsel or the plan administrator.

What counts as one report?

[To be confirmed: for example, one plan and one plan year.]

How is billing handled?

[To be confirmed: invoicing, payment methods and cancellation terms.]

Can I see a report before buying?

Yes. Request the sample report or book a demo on the Sample report page.