Comparison
401kHunter vs ERISApedia
Compliance-grade 5500 research priced for TPAs — with published pricing, rare in this category.
ERISApedia's Plan Data Intelligence is a Form 5500 research tool built for TPAs, ERISA attorneys, and compliance professionals. Its standout feature is full-text search across 2M+ pages of Form 5500 attachments — audit reports, schedules, amendments — plus the ability to search by TPA and recordkeeper relationships. Unusually for this market, pricing is published on their site.
What ERISApedia is known for
- •Full-text search of 2M+ pages of Form 5500 attachments
- •Search by TPA / recordkeeper service-provider relationships
- •Published pricing: Plan Data Intelligence from $2,087/yr (1 user) to $4,175/yr (5 users)
- •CPA Plan Audit Prospecting product at $1,043–$2,711/yr; AI Search add-on $120–$240/yr
- •Audience is TPAs, ERISA attorneys, and compliance professionals — not advisor prospecting
Side-by-side differences
| Topic | ERISApedia | 401kHunter |
|---|---|---|
| Product category | Compliance and legal research tool — document-level search across filings and attachments. | Advisor prospecting tool — find overpaying plans, grade their fees, unlock the people who can move them. |
| Decision-maker contact data | None — ERISApedia does not provide decision-maker or enriched contact data. | Decision-maker unlocks with verified email, LinkedIn, and direct dial, plus filing-listed admin/signer contacts. |
| Fee analysis | Raw filing and attachment access — you do the fee analysis yourself. | Fee grades A–D, basis-point Schedule C fee badges, and NAICS-sector peer benchmarks computed on every plan. |
| Attachment-level research | Full-text search of 2M+ pages of attachments — audit reports, amendments, schedules. This is their specialty. | Structured Schedule A/C/H/I/R data from the DOL bulk files; we don't full-text-index attachment PDFs. |
| Pricing | Published annual subscriptions: $2,087/yr (1 user) to $4,175/yr (5 users) for Plan Data Intelligence. | $25 of entry credits to start, $100/mo optional Pro plan, no annual commitment. |
Pricing comparison
ERISApedia publishes pricing — rare in this category and worth crediting. Plan Data Intelligence runs $2,087/yr for one user up to $4,175/yr for five; CPA Plan Audit Prospecting is $1,043–$2,711/yr; the AI Search add-on is $120–$240/yr. 401kHunter starts at $25 in credits with no annual subscription.
Who’s better off with ERISApedia?
TPAs and ERISA counsel doing document-level research — reading audit reports, tracing recordkeeper relationships, full-text searching attachments — are squarely ERISApedia's audience. Advisors who need a call list, not a law library, will get more from 401kHunter's fee grades, contact unlocks, and pipeline tracking.
Frequently asked
Is 401kHunter a replacement for ERISApedia?
For advisor prospecting, yes — ERISApedia has no decision-maker contact data and no fee scoring, which is the core of the prospecting workflow. For attachment-level legal and compliance research, no — ERISApedia's full-text search of 2M+ pages of filings is a specialty 401kHunter doesn't replicate. Many firms would use both.
Does ERISApedia have decision-maker contact data?
No — it's a compliance research tool aimed at TPAs and ERISA attorneys. 401kHunter pairs the same Form 5500 plan universe with decision-maker contact unlocks (email, LinkedIn, direct dial) for advisors who need to actually reach plan sponsors.
Why is ERISApedia so much more expensive to start?
It's priced as an annual professional subscription ($2,087/yr for one user) for compliance teams that use it daily. 401kHunter's pay-as-you-go model means an advisor can start at $25 and scale spend with actual prospecting volume.
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