Simple, Transparent Pricing
Professional compliance software without the enterprise complexity.
All plans include unlimited analyses, Form 5500 database access, and audit-ready reporting.
Perfect for individual advisors starting out.
No credit card required
Save $220 per year
Equivalent to $41.67/month
Everything in Monthly, plus:
- Two months free
- Priority support
- Annual compliance review
- Price lock guarantee
- Unlimited rollover analyses
- Full Form 5500 database access
- Audit-ready PDF reports
No credit 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