Alternatives
Judy Diamond Associates: Prospector, Pricing, and a Fair Comparison
Judy Diamond's Retirement Plan Prospector is store-listed from $795 to $3,900/yr. What the product does, who owns it now, what a Judy Diamond report is, and a fair comparison — all sourced and dated.
RiXtrema and Larkspur Data: A Fair Look at Larkspur Executive
RiXtrema acquired Larkspur Data in 2018. What Larkspur Executive covers (with dated, sourced numbers), what its store lists per seat, and a fair comparison with FiduciarySignal.
AdvizorPro PlanPro: What It Is, Who It Is For, and What It Costs
AdvizorPro PlanPro covers 780,000+ retirement plans with contacts, investment lineups and filing alerts. What the product does, who it is built for, why pricing is not published, and how it compares for an advisor.
BrightScope in 2026: Where the 401(k) Ratings Went
On 2026-09-13, BrightScope redirected to ISS and the tested 401(k) rating URL returned 404. See the dated observations, current product, and advisor alternatives.
FreeERISA: What It Covers, What Deluxe Costs, and When Free Runs Out
FreeERISA gives free Form 5500 lookups with registration, plus a paid Deluxe tier listed at $59.95. Here is what it covers, who owns it, and an honest answer to "why pay when 5500 data is free?"
John Hancock Prospect Finder: What It Does, Who Gets It, and How It Compares
John Hancock Retirement launched Prospect Finder in July 2022 for financial professionals. Here is what the announcement says it does, how advisors reach it, and how it compares to independent prospecting software.
401kHunter: Pricing, What It Does, and a Fair Comparison
401kHunter publishes its pricing: free search, credit packs from $25, and Pro at $100/month. What it does, what Form 5500 data it uses, who it fits, and a sourced, fair comparison with FiduciarySignal.
401kHunter vs AdvizorPro: Who Each One Is Built For
401kHunter vs AdvizorPro PlanPro: self-serve credits at a published price vs a demo-led data platform for distribution teams. Sourced, side by side.
401kHunter vs FreeERISA: Free Lookups, Paid Prospecting
401kHunter vs FreeERISA: what each gives away, what each charges for, and when paying for Form 5500 data makes sense. Sourced and dated.
401kHunter vs Judy Diamond: A Sourced, Side-by-Side Comparison
401kHunter vs Judy Diamond, compared from each vendor's own pages: free search and credits vs an annual Prospector+ seat. Prices, data, contacts, fit.
AdvizorPro vs FreeERISA: Paid Plan Intelligence or a Free Form 5500 Search?
AdvizorPro vs FreeERISA: a demo-led plan data platform vs a free Form 5500 search. Price, coverage, contacts, fund lineups and alerts, all sourced.
ERISApedia: Plan Data Intelligence, Pricing, and a Fair Alternative
ERISApedia's Plan Data Intelligence lists $2,087 to $4,175 for 1–5 users. What it does, what ForceManager 5500 is, and a sourced comparison.
Fi360 Alternatives and Competitors: What Fi360 Does, and What It Doesn't Replace
Fi360 (Broadridge) is fiduciary, fund-scoring and fee-benchmarking software, not a 401k prospecting source. Its competitors by job, and where we fit.
Form5500search.com: Pricing, Features, and a Fair Comparison
Form5500search.com: free Form 5500 search, Pro at $49/month with 50 contact unlocks. What it covers, what it costs, and a fair FiduciarySignal comparison.
FreeERISA vs Judy Diamond: The Free Search and the Paid Prospector, Compared
FreeERISA vs Judy Diamond: one company, three levels. What the free search, Deluxe and Prospector+ each include, what they cost, and when to upgrade.
Judy Diamond vs AdvizorPro: Which 401(k) Prospecting Tool Fits You?
Judy Diamond vs AdvizorPro: published prices, plan data, contacts, exports and trials side by side, who each one fits, and a third option for advisors.
ZoomInfo and LinkedIn Sales Navigator for Financial Advisors: Are They Worth It for 401(k) Prospecting?
ZoomInfo and LinkedIn Sales Navigator for financial advisors: published prices, what each does well, and why 401(k) prospecting starts with plan data.
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