Simple, Transparent Pricing
No Hidden Fees. No Surprises. Cancel Anytime.
All plans include unlimited analyses, Form 5500 database access, and compliant report generation.
You Get:
- •All features unlocked
- •14 days to try everything
- •No credit card needed
- •Email support included
✗You Don't Need:
- •Sales calls
- •Setup appointments
- •Long-term contract
- •Credit card to start
After 14 days, you decide. Subscribe or walk away. Simple.
Billed monthly • Cancel anytime
Includes 3 users
Additional users: $10/month each
14-day free trial - no credit card required
- Unlimited rollover analyses
- All analysis types (Plan to IRA, IRA to IRA, Plan to Plan)
- Form 5500 database access (500,000+ plans)
- Automated fee comparison
- Service & fit analysis tools
- DOL-compliant PDF reports
- Complete audit trail
- CSV/PDF export
- Email support (24-hour response)
- Regular compliance updates
- 14-day free trial (no card required)
Save $219.88 (31% off)
$41.67/month equivalent
Includes 3 users
Additional users: $60/year each
14-day free trial - no credit card required
Same great features, 31% savings:
- Unlimited rollover analyses
- All analysis types (Plan to IRA, IRA to IRA, Plan to Plan)
- Form 5500 database access (500,000+ plans)
- Automated fee comparison
- Service & fit analysis tools
- DOL-compliant PDF reports
- Complete audit trail
- CSV/PDF export
- Email support (24-hour response)
- Regular compliance updates
- 14-day free trial (no card required)
Every Plan Includes Full Access
No feature limitations on any plan
Unlimited Analyses
No limits on the number of rollover analyses you can complete each month.
Form 5500 Database
Search and access data from 500,000+ retirement plans nationwide.
All Analysis Types
Plan to IRA, IRA to IRA, and Plan to Plan analyses all included.
Compliant Documentation
PTE 2020-02 compliant reports with all required disclosures.
Email Support
24-hour response time on all support inquiries via email.
Regular Updates
Automatic compliance and regulatory updates at no additional cost.
Secure Storage
AES-256 encrypted data storage with 7-year retention.
No Long-Term Contracts
Month-to-month billing. Cancel anytime from your account.
What You Get in 14 Days
Everything. No limits. No tricks.
You Get:
- Run unlimited analyses
- Search 500,000+ retirement plans
- Generate real compliance reports
- Use all features (nothing locked)
- Get email support
✗You Don't Need:
- ✗Credit card
- ✗Sales calls
- ✗Setup appointments
- ✗Training sessions
- ✗Long-term commitment
How It Works:
Sign up with email
Start using immediately
Try it for 14 days
Decide if you want it
No pressure. No auto-billing. You're in control.
Frequently Asked Questions
Everything you need to know about rollover analysis compliance
Ready to Get Started?
No credit card required • Full feature access • Cancel anytime
Start your 14-day trial with just your email