fi360 alternative
Looking for an alternative to fi360?
401kHunter is the modern, pay-as-you-go alternative for financial advisors who want Form 5500 prospecting without the annual contract, the procurement cycle, or the sales-led demo gate. Here’s what carries over, what you gain, and what the switch actually costs.
Who fi360 serves well
Fiduciary-rating and investment-monitoring toolkit, owned by Broadridge — the long-running standard for advisor-side due diligence.
fi360 is the right tool for fiduciary process documentation — IPS templates, quarterly fund-monitoring reports, 3(21)/3(38) deliverables. 401kHunter is the right tool for finding new 401(k) plans to pitch in the first place. They're complementary, not substitutes.
What you keep when you switch
- ✓Your fi360 subscription continues handling fund-rating and IPS documentation — 401kHunter is additive, not a replacement
- ✓Existing 3(21)/3(38) workflow and quarterly reviews unchanged
- ✓Any plan-monitoring data you have stays where it is
What you gain
- →Plan prospecting capability fi360 doesn't provide — find Grade D plans to pitch
- →Schedule C provider/fee transparency for the plans you're considering
- →Decision-maker contact info to actually reach the buying committee
- →Pay-as-you-go pricing layered on top of your existing fi360 cost — no commitment to evaluate fit
Switching cost
There is no switching — fi360 and 401kHunter solve different problems. Add 401kHunter alongside fi360 for ~$25 to test the prospecting workflow without disturbing your existing fiduciary stack.
Quick feature comparison
| Topic | fi360 | 401kHunter |
|---|---|---|
| Product category | Investment monitoring / fiduciary rating tool — measures FUNDS, scores INVESTMENT OPTIONS. | Plan prospecting database — measures PLANS, finds 401(k) PROSPECTS. |
| Primary use case | Quarterly investment reviews, IPS documentation, 3(21)/3(38) fiduciary workflow for clients you already advise. | Find new plans to pitch. Score them by fee grade. Unlock decision-maker contacts. |
| Data source | Morningstar fund data + proprietary scoring methodology. | DOL Form 5500 bulk files + Schedule C provider data + Apollo decision-maker enrichment. |
| Pricing | Annual subscription, contract-based — sales-led. | Pay-as-you-go, $25 minimum, no contract. |
| Overlap | fi360 has no plan-prospecting data; you cannot find new 401(k) plans to pitch with it. | 401kHunter has no fund-rating data; we don't score individual mutual funds against fiduciary standards. |
Frequently asked
Is 401kHunter a replacement for fi360?
No — they solve different problems. fi360 scores investment options for fiduciary monitoring; 401kHunter helps you find new plans to prospect. Most advisors who use fi360 still need a separate plan-prospecting source like 401kHunter, Judy Diamond, or Larkspur.
Does 401kHunter have a Fiduciary Score like fi360?
No. Fund-level fiduciary scoring is fi360's specialty (Morningstar data + their methodology). 401kHunter focuses on plan-level metrics — fee grade, Schedule C provider compensation, decision-maker enrichment — to help you decide which plans to pitch.
Can I use both fi360 and 401kHunter?
Yes — they're complementary. Use 401kHunter to find Grade D plans worth pitching; use fi360 to document your fiduciary process once you've won the plan and are advising on the investment lineup.
Test 401kHunter on $25 of credits.
No contract, no procurement cycle. Sign up, search 917K plans free, and only pay when you unlock decision-maker contacts.
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