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Pricing

Pricing you can read without booking a demo.

Here's the thing: every legacy 5500 database makes you sit through a sales call to hear a number. We publish ours. Pick a plan, start today, cancel anytime — access runs through the end of what you paid for.

8.9M filings 10 years of data 836,000+ plans scored validated on 610,000 real outcomes refreshed weekly
All Access

Monthly

$90/mo

One plan. Everything included. Cancel anytime.

  • The full Report Card: plan search, charts, .docx report downloads, and the Form 5500 signer's contact details
  • The full Change Predictor: territory search, ranked prospect lists, signal filters, instant scan
  • Saved territories + weekly digests
  • Unlimited full live-signal reveals — no per-signal charges, ever
  • Up to 2 extra seats at $19.99/mo each
Start All Access
2 Months Free
All Access

Annual

$900/yr

$900 for the year, paid up front — twelve months for the price of ten

  • Everything in the monthly plan
  • Unlimited call-list & search CSV exports — exports are an annual-plan exclusive
  • Unlimited .docx report downloads — the monthly cap comes off
  • One price, twelve months, no meter anywhere
Start Annual — 2 months free

Every plan starts with an eleven-day free trial — card at checkout, first charge on day 12, cancel anytime before that and pay nothing. CSV data exports are an annual-plan feature — the monthly plan works fully inside the app, and on annual, exports unlock with your first payment when the trial converts.

How starting works

Create an account and you're in — no review queue, no demo call. Pick monthly or annual and either way you start with an eleven-day free trial: put a card down at checkout and pay nothing until day 12. Full access from minute one — cancel any time during the trial and the card is never charged. One trial per account. Checkout runs inside your account, so the buttons above start at registration.

The Signal Stack weighs 25 distinct switch signals — eleven of them live feeds, refreshed weekly. We don't publish the list, and that's deliberate: every cue we print is a cue a copycat ships next quarter. You get the verdict and the why, plan by plan. The recipe stays in the vault.

The engine is validated and calibrated on 610,000 real plan outcomes with a leakage-free temporal holdout — the plans it ranks highest switch about 4.5x more often than average.

This page is the whole conversation.

Legacy plan databases anchor at $2,000–$5,000 a year — quote-only, annual contract, a demo call to hear the number. We'd rather you spend that call working the top of your list.

Start today
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