Enterprise Compliance. Advisor-Friendly Pricing.
Start with 2 free reports. Then pay per report or subscribe as your volume grows.
2 Free Reports Included
No credit card required · Full features · No time limit
Best for solo advisors with occasional rollover cases. Pay only when you need it.
2 free reports included · No credit card required
Save $209/year vs monthly
5 users, 25 shared reports/month. Built for small RIA teams.
Add users for $78/year each.
Start with 2 free reports, then subscribe
Save $419/year vs monthly
15 users, 75 shared reports/month. For growing RIAs and broker-dealers.
Add users for $55/year each.
Start with 2 free reports, then subscribe
Need 20+ users?
Contact us for custom enterprise pricing tailored to your firm.
Why Pay 10x More?
Same compliance. Same Form 5500 access. Fraction of the price.
| Feature | Our Tool from $29/report | InvestorCOM~$1,500/yr |
|---|---|---|
| Solo Advisor Cost | $29/report (credits) | ~$1,500/year |
| Team (5 users) | $379/year | ~$2,700/year |
| Additional Users | $78/year each | ~$300/year each |
| Free Trial | 2 reports, no time limit | Demo only |
| Contract Required | No — cancel anytime | Usually 1-3 years |
| Setup Time | 5 minutes, self-serve | Weeks with onboarding |
| Form 5500 Access | ✓ 500,000+ plans | ✓ |
| DOL Compliance | ✓ PTE 2020-02 | ✓ |
| Sales Call Required | No | Yes |
Solo advisors save $1,100+ per year. Teams save even more.
InvestorCOM pricing based on typical enterprise deployments. Actual pricing may vary.
All Plans Include Core Features
No feature limitations — credits, Team, and Firm all get full access
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
Direct email support on all plans, including free tier.
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 available. Cancel anytime from your account.
How the 2 Free Reports Work
No tricks. No time limits. Just value.
You Get:
- 2 complete rollover analyses
- Search 500,000+ retirement plans
- Generate real compliance reports
- Use all features (nothing locked)
- Get email support
- Reports never expire
✗You Don't Need:
- ✗Credit card
- ✗Sales calls
- ✗Setup appointments
- ✗To rush (no time limit)
- ✗Long-term commitment
Why we do this:
Advisors don't get rollovers every week. We give you 2 complete analyses so you can experience the tool on real client cases, not fake demos. When you're ready for more, buy credits or subscribe — you'll know exactly what you're paying for.
Use your 2 free reports whenever you have a rollover case. No rushing, no pressure. Most advisors buy credits or subscribe after experiencing the value firsthand.
Frequently Asked Questions
Everything you need to know about rollover analysis compliance
Ready to Simplify Your Rollover Compliance?
2 free reports · No credit card · No time limit
Then $29/report with credits, or subscribe to Team/Firm for ongoing volume