Comparison
401kHunter vs fi360
Fiduciary-rating and investment-monitoring toolkit, owned by Broadridge — the long-running standard for advisor-side due diligence.
fi360 (Broadridge fi360 Toolkit) is built around the Fiduciary Score, a quantitative rating of investment options used by advisors to document their fiduciary process under ERISA. Common in RIA / 3(21) / 3(38) workflows, plan IPS documentation, and quarterly investment reviews — but it does not source plan-level Form 5500 prospecting data.
What fi360 is known for
- •Industry-standard fiduciary scoring for mutual funds, ETFs, and CITs
- •Used by RIAs documenting prudent process under ERISA 404(a)/(c)
- •Subscription-based; pricing not publicly listed (typical advisor subscription is several thousand dollars/year)
- •Investment monitoring / IPS templates / quarterly review reports
- •Now part of Broadridge's broader retirement and wealth-management product suite
Side-by-side differences
| 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. |
Pricing comparison
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.
Who’s better off with fi360?
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.
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.
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