Five Seats Included. Unlimited Reports.
InvestorCOM charges $1,500 before a single advisor logs in, then bills $300 a head. Unlimited reports, flat firm pricing, and team accounts that grow with you.
2 Free Reports Included
No credit card required · Full features · No time limit
Save $120/year vs monthly
One advisor. Unlimited reports. No team features.
2 free reports included · No credit card required
Save $300/year vs monthly
5 team accounts included. Unlimited reports. Add accounts as you grow ($120/yr each).
Start with 2 free reports, then subscribe
Best for firms needing 20+ accounts. Multiple offices, broker-dealers, custom onboarding, MSA, and dedicated support.
How We Compare
| Feature | Our Firm Plan | InvestorCOM |
|---|---|---|
| Pricing model | $1,200/yr (5 accounts included) | $1,500 + $300/seat/yr |
| 5-advisor firm (typical) | $1,200/yr | $3,000/yr |
| Additional accounts | +$120/seat/year | $300/seat/year |
| Team accounts | 5 included (+$120/seat/year) | Per-seat license |
| Reports | Unlimited | Included |
| Free trial | 2 reports, no card | Demo only |
| Setup | 5 minutes | Weeks + sales call |
All Plans Include
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.
Firm Logo on PDF Reports
Upload your company logo in Advisor Settings — it appears on every generated PDF report.
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.
FAQ
Ready to Simplify Rollover Compliance?
2 free reports · No credit card · Firm from $1,200/yr
Enterprise-grade security · SOC 2 Type 1 In Progress