# AdvizorPro vs FreeERISA: Paid Plan Intelligence or a Free Form 5500 Search? *FiduciarySignal — updated 2026-10-05. Canonical: https://www.fiduciarysignal.com/alternatives/advizorpro-vs-freeerisa* AdvizorPro and FreeERISA sit at opposite ends of the market: FreeERISA is a free, registration-only Form 5500 search covering the past two years of filings, with a Deluxe tier listed at $59.95, while AdvizorPro's PlanPro is a demo-led data platform covering 780,000+ retirement plans with enriched contacts, investment lineups and filing alerts, and no published price. Choose free ERISA lookups for occasional 401k research at no cost; choose AdvizorPro if you run a 401(k) sales or distribution team that needs fund-menu detail and decision-maker contacts at scale. Source: [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/) and [AdvizorPro PlanPro](https://advizorpro.com/data/planpro) (as published, read 2026-10-05). Comparing AdvizorPro with FreeERISA is a little like comparing a research subscription with a public library card. Both get you to the same government record. One adds a great deal on top and prices it privately; the other gives you the record and asks only for a registration. Neither is the wrong choice. They answer different questions for different people, and the fastest way to pick is to be honest about which question is yours. We build FiduciarySignal, a competing product, so each fact below links to the page we read it on. ## AdvizorPro and FreeERISA, in one paragraph each **FreeERISA** is a Judy Diamond Associates product. Its page says it "provides free access to all form 5500s filed with the Department of Labor over the past two years," across "2.6 million Employee Retirement Income Security Act (ERISA) Form 5500s, covering 1.3 million plans and 1 million plan sponsors," including 401(k), pension, life and health plans. It launched in 1999 and names financial planners, insurance professionals, legal professionals and business consultants as its users. www.freeerisa.com now redirects to freeerisa.benefitspro.com. **AdvizorPro** is a sales-intelligence company whose homepage leads with "Find and Win More RIA & Family Office Clients" and "750,000+ Verified RIA and Family Office profiles." PlanPro is its retirement-plan data set, listed under Datasets as "Defined Contribution." The PlanPro page promises "deeper plan intelligence, richer contacts, and high-value targeting across 780,000+ retirement plans" and addresses "Sales and Distribution Teams." Sources: [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/), [advizorpro.com](https://advizorpro.com/) and [AdvizorPro PlanPro](https://advizorpro.com/data/planpro) (as published, read 2026-10-05); direct HTTP request to www.freeerisa.com (301 redirect, 2026-10-05). ## AdvizorPro vs FreeERISA, side by side | | AdvizorPro PlanPro | FreeERISA | |---|---|---| | Price | Not published; advizorpro.com/pricing returns a 404 | Free with registration; Deluxe Search listed at $59.95, billing period not published | | How you get in | Book a demo; the demo page is headed "Book a Quick Demo & Start Your Free Trial" | Self-serve sign-up | | Coverage claim | "780,000+ retirement plans"; 401(k), 403(b) and defined benefit | 2.6 million Form 5500s, 1.3 million plans, 1 million sponsors, from the past two years | | Plan types | Retirement plans | Retirement, health, life and other benefit plans | | Contacts | "Plan Contact Data": decision-makers, fiduciaries and administrators | Filings include "company contact information"; the Contact Information feature is checked only for Prospector+ | | Fund lineups | "Extract investment menus from audited filings" | Not described | | Alerts | "Plan Filing Alerts" on newly filed plans and plan changes | Not described | | Exports | Platform sync with Salesforce, HubSpot and Dynamics | Export Capabilities checked only for Prospector+ | | Extra filings | Not described | Form 5310 and Top Hat filings; non-qualified deferred compensation lookups on Deluxe | Sources: [AdvizorPro PlanPro](https://advizorpro.com/data/planpro), [AdvizorPro homepage](https://advizorpro.com/), [AdvizorPro demo page](https://advizorpro.com/request-demo), a direct request to [advizorpro.com/pricing](https://advizorpro.com/pricing) (HTTP 404) and the [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/), including its "3 levels of access" table (as published, read 2026-10-05). ## What you are actually paying AdvizorPro for The Form 5500 itself costs nothing. FreeERISA gives it away with a registration, and the Department of Labor publishes the full annual data sets on its [Form 5500 Datasets page](https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/public-disclosure/foia/form-5500-datasets), with no fee or login mentioned for the downloads (read 2026-10-05). So a paid product earns its price only through what it adds. AdvizorPro is explicit about that. PlanPro says it extracts "key contacts, investment menus, and provider insights beyond the standard Form 5500." Three additions stand out: **investment menus** pulled from audited filings, so you can target plans "by fund lineup and share class details"; **enriched contacts** for decision-makers, fiduciaries and administrators; and **service-provider mapping** of recordkeepers, TPAs and advisors, with filing alerts when plans file or change. For an asset manager trying to get a fund on a menu, those additions are the whole case. For an advisor who needs to read three filings a month, they are cost without use. Pricing follows the buyer. AdvizorPro does not publish a PlanPro price, and the route in is a demo, after which its demo page offers a free trial of unstated length. That is a normal enterprise data purchase. FreeERISA, by contrast, asks for nothing but a sign-up, and its one published upgrade is the $59.95 Deluxe tier, whose billing period the page does not state. Source: [AdvizorPro PlanPro](https://advizorpro.com/data/planpro), [AdvizorPro demo page](https://advizorpro.com/request-demo) and [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/) (as published, read 2026-10-05). ## Where each one is stronger - **FreeERISA: cost.** Zero, with a registration. For one filing, once, nothing is cheaper. - **FreeERISA: breadth of plan types.** Health, life and other benefit plans sit beside retirement plans, which suits insurance and consulting work. - **FreeERISA: odd filings.** Form 5310 and Top Hat filings, and non-qualified deferred compensation lookups on Deluxe, are rarely surfaced elsewhere. - **AdvizorPro: fund-menu detail.** Investment lineups by fund and share class, extracted from audited filings. - **AdvizorPro: contacts and CRM.** Enriched plan contacts, plus a platform that syncs with Salesforce, HubSpot and Dynamics. - **AdvizorPro: alerts.** Updates when plans file or change, so the record comes to you. ## A third option: FiduciarySignal Bottom line: a lookup tells you what a plan filed, and a rich data platform tells you more about it. Neither one, on the pages we read, ranks the plans in your territory by how likely they are to change providers. That ranking is what FiduciarySignal is built to produce. Disclosure: it is ours. According to [Fred Barstein at WealthManagement.com](https://www.wealthmanagement.com/rpa-news/401-k-plan-sponsors-are-demanding-more-from-their-advisor), citing Fidelity's 2023 Plan Sponsor Attitudes Study, "22% of plans were actively searching for a new advisor in 2023 with 37% making a change over the previous 12 months" (read 2026-10-05). Sponsors move often; the hard part is knowing which ones before the decision is made. FiduciarySignal's **Change Predictor** ranks the plans in your territory most likely to change providers, back-tested against the next year's Form 5500 filings. It is strongest at the top of the list, so work it top-down; it is never a certainty about any single plan. The **401(k) Report Card** grades any plan from its own filing against comparable peers, with red flags and the provider roster, and each flagged plan arrives with talking points, a ready outreach email and the Form 5500 signer's contact details. | | FreeERISA | AdvizorPro PlanPro | FiduciarySignal | |---|---|---|---| | Built for | Occasional lookups across benefit plans | Sales and distribution teams | Advisors working a retirement-plan territory | | Signature output | A filing on screen | Fund menus, contacts, filing alerts | A ranked calling order with the reason attached | | Fund lineups | Not described | Yes | Fund lineups are not a feature we publish | | Contacts | Not checked for the free level | Enriched decision-maker contacts | The Form 5500 signer's contact details | | Price | Free; Deluxe $59.95 | Not published | FiduciarySignal: $90/month after a 7-day free trial, or $900/year | Sources: [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/) and [AdvizorPro PlanPro](https://advizorpro.com/data/planpro) (as published, read 2026-10-05). FiduciarySignal terms are on [our pricing page](https://www.fiduciarysignal.com/pricing). Its limits: fund lineups are not a feature we publish. FiduciarySignal does not cover health or life plans, and does not send new-filing alerts; saved territories get weekly digests instead. CSV export is on the annual plan. It is built on public DOL EFAST2 data and is not affiliated with the Department of Labor. ## Which should you choose? Choose **FreeERISA** if your lookups are occasional, you want to spend nothing, or you need benefit-plan, 5310 or Top Hat filings. Choose **AdvizorPro** if you lead a distribution team that sells funds or services into plans and needs menu detail, contacts and CRM sync, with budget for a demo-led purchase. Choose **FiduciarySignal** if you are the advisor making the calls and want your territory ranked by who is most likely to move, at a price you can read before talking to anyone. ## Related guides - [AdvizorPro PlanPro: What It Is, Who It Is For, and What It Costs](https://www.fiduciarysignal.com/alternatives/advizorpro) - [FreeERISA: What It Covers, What Deluxe Costs, and When Free Runs Out](https://www.fiduciarysignal.com/alternatives/freeerisa) - [Free 401(k) Prospecting Tools: What Each One Gives You, and the One Job None of Them Do](https://www.fiduciarysignal.com/tools/free-401k-prospecting-tools) ## Frequently asked questions ### Is AdvizorPro worth paying for when FreeERISA is free? Only if you need what AdvizorPro adds beyond the filing: investment menus from audited filings, enriched decision-maker contacts, service-provider mapping and filing alerts. For reading a handful of filings a month, the free search does the job. Source: [AdvizorPro PlanPro](https://advizorpro.com/data/planpro) and [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/) (as published, read 2026-10-05). ### Is FreeERISA really free? Yes, with a registration. Its page describes free access to Form 5500s filed over the past two years. A paid Deluxe Search tier is listed at $59.95, with no billing period stated, and adds filters, a potential-rollover search and non-qualified deferred compensation lookups. Source: [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/) (as published, read 2026-10-05). ### Does AdvizorPro publish pricing or offer a free trial? It does not publish PlanPro pricing; advizorpro.com/pricing returned a 404 on 2026-10-05. Its demo page is headed "Book a Quick Demo & Start Your Free Trial," so a trial follows the demo. The trial length is not published. Source: [AdvizorPro demo page](https://advizorpro.com/request-demo) and a direct request to [advizorpro.com/pricing](https://advizorpro.com/pricing) (HTTP 404, read 2026-10-05). ### Which has 401(k) plan contact data, AdvizorPro or FreeERISA? AdvizorPro leads with it: PlanPro's "Plan Contact Data" covers decision-makers, fiduciaries and administrators. FreeERISA says filings include company contact information, but its own comparison table checks the Contact Information feature only for Judy Diamond's paid Prospector+. Source: [AdvizorPro PlanPro](https://advizorpro.com/data/planpro) and [FreeERISA product page](https://www.judydiamond.com/products/freeerisa/) (as published, read 2026-10-05). ### Can I get Form 5500 data without either one? Yes. The Department of Labor publishes annual Form 5500 and 5500-SF data sets, with schedules, on its Form 5500 Datasets page, which it says are typically updated around the first of each month. You do the joining and analysis yourself. Source: [DOL Form 5500 Datasets](https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/public-disclosure/foia/form-5500-datasets) (read 2026-10-05). ### How much does FiduciarySignal cost? FiduciarySignal's monthly plan is $90 a month after a 7-day free trial: card at checkout, first charge on day 8, cancel before then and pay nothing. FiduciarySignal's annual plan is $900 a year, billed in full today, with no trial. Neither requires a demo. --- [All alternatives](https://www.fiduciarysignal.com/alternatives/) [Score My Territory](https://www.fiduciarysignal.com/auth/register) [Or get one free signal in your ZIP first](https://www.fiduciarysignal.com/free-signal)