Pricing

One plan won pays for the year.

Here is what each tier costs, who it is for, and what is in it. These are real prices and they are the ones you will be quoted.

They are set against something we can count rather than against what other software charges. The typical firm here is paid $14,592 a year by each plan it serves, counted from the same filings the lists are built on. A Desk seat costs 33% of one such plan. Win a single one and the seat has paid for itself, and that plan comes back next year.

What these prices are, and are not

List prices, billed once a year, in US dollars, before tax. There is no checkout on this site yet. We set up access by hand and invoice you, so nothing here is a firm offer until it is agreed in writing. The feature lists describe what the product does today. Anything still to come is listed separately under “not yet” so it cannot be read as included.

Three tiers, built around who is reading

The tiers follow the buyers, not a feature grid. We never hold back the quality of the ranking itself. Every tier gets the same scores, the same tests and the same published failures across whatever it can see. The four buyers in full.

Desk

Adviser / consultant — one person working a pipeline

Per year

$4,800

Per named user, billed annually

The fee list, which is the strongest thing on this site, plus the other two ranked lists and a watchlist you can actually work from.

What you get today

Every live list, in full
What moved since the last refresh, in and out of the top of each list
The filing history behind every plan on a list
Watchlists, and the reason each plan is where it is
How every list scored in testing, the checks it passed and the ones it failed

Not yet — do not buy for this

Bulk export
API access
More than one named user

Ask about Desk

Firm

Recordkeeper / TPA and Incumbent, defending a book — a team with a book to grow and defend

Per year, by scope

Up to 100 plans in scope: $9,600
101–400 plans: $19,200
401+ plans: $38,400

Per firm, billed annually, priced by how many plans you want to see

Both sides of the same data: the prospect list across competitors' books, and an early warning on the plans you already serve.

What you get today

Everything in Desk, for the whole team
Both the prospecting view and the defending view
Shared watchlists across the team
Sign-in by company email, so new joiners land in the right view

Not yet — do not buy for this

Bulk export
API access
CRM write-back
Provider-level radar

Ask about Firm

Market

Acquirer / investor — buying providers rather than plans

Not priced yet

On application

The firm-level list this tier exists for is held back, not late. A price goes on it when it ships. Putting a number against something we are deliberately holding back would be selling it.

Per firm, billed annually, whole-market scope

Every plan rather than a territory. Read the catch before you consider it: the firm-level list this tier is built around is held back right now.

What you get today

Everything in Firm, with no limit on how many plans you can see
Plan-level lists across every provider's book
A direct line to the person who built it

Not yet — do not buy for this

The firm-level list, which is held back rather than late
Bulk export
API access
Warehouse-direct delivery

Ask about Market

Who is out there, counted

Counted from the same filings the lists are built on, by finding the firms that appear as service providers on 25 to 1,000 defined contribution plans. It is a small market and a concentrated one, and the tiers above are shaped by that rather than by what other software charges.

Firms in scope

428

serving 25–1,000 DC plans

Growing

252

of 428 — the addressable core

Top 10 firms

34.7%

of plan relationships

Top 50 firms

60.7%

of plan relationships

Recordkeeper-shaped · 91

Firms whose book looks like a recordkeeping platform. They want the prospect list and the early warning for the same reason: both are the same switch, seen from opposite sides.

Mixed · 81

Firms doing both administration and advice. They are the hardest to price, because what one half of the business is worth per plan is not what the other half is.

Adviser / consultant · 256

The biggest group, and the natural home of the fee list, which is the strongest thing on this site.

That concentration shapes everything above. Ten firms serve 34.7% of all plan relationships and fifty serve 60.7%. Pricing for a long tail of small buyers would be pricing for a tail that is not there.

Before you ask

How were these prices arrived at?: Against something we can count, not against what other software charges. The typical firm here is paid $14,592 a year by each plan it serves, counted from the same filings the lists are built on, with the firms reporting nothing left in rather than dropped, which pulls the figure down. Desk is 33% of that, so one won plan clears the seat and then comes back next year. Firm is banded because the firms here run from 25 plans to 960, and one flat fee across that spread would be cheap for the biggest buyer and steep for the smallest.
Why is Market not priced?: Because the list it exists for, the one that ranks providers rather than plans, is held back rather than late. Putting a price on a tier built around something we are deliberately holding back would be selling it. When that list ships, Market gets a number like the other two. Until then it is a conversation, and you will be told exactly what is and is not in it.
Can I pay monthly?: Not today. Every tier is annual, which is the rhythm the product actually runs on. New filings arrive slowly, so a monthly subscription to a list that changes a few times a year would be selling you eleven months of a list you already have. If the annual commitment is the problem rather than the price, tell us. That is useful to know.
What am I actually paying for?: The work, not the filings. The filings are free and public. What is not free is keeping track of which plan and which provider is which across sixteen years, deciding carefully what counts as a plan having done something, and then testing the result on years the model never saw, against tests written down in advance.
Why would a subscription renew?: Because you work a list down in a quarter. What you are paying for after that is the movement: which plans came into the top of a list since the last refresh, which dropped out, and what changed in the filings to move them.
Are these scores advice?: No. They are estimates from a model reading public filings about plans, built to help you decide who to call first. They are not investment advice, not a fiduciary opinion, and nobody here is a licensed adviser.
Can I get it in my own warehouse?: Not yet. Bulk export, an API and delivery straight into your own warehouse are all still to come, and they are listed under 'not yet' on every tier above rather than buried in a feature list. If you need one of them, tell us. It changes the order things get built in.
What happens after I ask?: A person replies, usually the same day. Setting up access is done by hand on purpose. We are small enough that giving the wrong person access would cost more than the wait does.

What every tier gets, regardless

The same models. Your tier changes how much you can see. It never changes how good it is, and there is no tier where the ranking is deliberately worse.
The same published failures. Every test, passed or failed, on every list, at every tier. How it is tested.
The reason each plan is on the list. A score you cannot question is a score you should not act on.

Look before you buy

The prices above mean nothing until the list does. Sign in and check the rankings against a book you already know. If they do not tell you something you did not already know, no price is the right price. If they do, email admin@infinidatum.net and we will scope the tier and invoice it.