No Sales Calls
No Credit Card
2 Minutes to Start
Full Access 14 Days
$500/yr vs $3,600+
How It Works
Complete your rollover analysis in four simple steps
1
Gather Information
Enter client details and select analysis type: Plan to IRA, IRA to IRA, or Plan to Plan.
2
Collect Plan Data
Search DOL Form 5500 database by company name, upload fee disclosure documents, or enter data manually.
3
Analyze & Compare
Compare fees, services, and investment options. Document availability and applicability of each factor in both scenarios.
4
Generate Report
Create professional, DOL-compliant PDF report with all documentation and disclosures.
Form 5500 Database Integration
Search 500,000+ employer retirement plans by company name. Automatically pull fee information, participant counts, and asset data directly from DOL filings.
Complete Fee & Service Comparison
Compare costs, investment options, and services between current plans and proposed IRAs. Weighted scoring based on client priorities with clear visual charts.
Audit-Ready Documentation
Generate PTE 2020-02 compliant reports with complete audit trails. Professional PDFs ready for regulatory review and client files.
Try It Your Way
No sales calls. No waiting. Just instant access.
✗ Other Tools
- →Fill out long form
- →Schedule call with sales
- →Sit through demo presentation
- →Get custom quote
- →Wait for implementation
Takes: 3-4 weeks
No sales calls. No credit card. Just try it.
Enterprise Features Without Enterprise Prices
Get all the features you need at a fraction of the cost
| Feature | Enterprise Tools | Rollover Analysis Tool |
|---|---|---|
| Monthly Cost | $150-300/month | $59.99/month |
| Annual Cost | $1,800-3,600/year | $500/year |
| Setup Time | 2-4 weeks | 5 minutes |
| Contract | 1-3 year commitment | Month-to-month |
| Form 5500 Access | ✓ | ✓ |
| Unlimited Analyses | Tiered | ✓ All plans |
| Support | Tiered by price | ✓ Included |
Trusted by independent financial advisors
10-15 min
Average completion time
500,000+
Retirement plans in database
100%
PTE 2020-02 compliance