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.
Updated · By Jacob Parent, Founder, 401kHunter · How we source our data
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
What is the best alternative to fi360?
It depends on what you use fi360 for. 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. For advisors who want Form 5500 prospecting with fee grades, decision-maker contacts and pay-as-you-go pricing, 401kHunter is the closest self-serve alternative.
How hard is it to switch from fi360 to 401kHunter?
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.
What do I keep if I switch from fi360?
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 do I gain by switching from fi360?
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
How does 401kHunter pricing compare with fi360?
fi360 Toolkit subscriptions are not publicly priced; advisor reports place it in the $2k–$8k/year/seat range depending on package. 401kHunter starts at $25 with no contract — and the two tools serve different parts of the advisor workflow, so most advisors who use fi360 also need separate plan-prospecting data.
Test 401kHunter on $25 of credits.
No contract, no procurement cycle. Sign up, search 1M+ plans free, and only pay when you unlock decision-maker contacts.
Get started