Sample data. Every company is invented, every number illustrative — this is the real screen. Grade a real plan →
FiduciarySignalReport Card
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The Test Drive ships with six invented companies. The real product searches 836,367 plans and grades any of them from the actual Form 5500 filing.

Sample — invented company
Returns Participation Fees
Sample plan score
Grade real plans — start your free trial
836,367 real plans · 7 days free

Key Metrics

Plan Score
Total Assets
Avg Balance

How to win this plan

Peer Benchmarks

Admin fees vs peer plans
Participation vs peer plans
Returns vs peer plans

The Reports

These are the three documents the real product exports for any plan — open the sample versions for the company above. In the full product they download as polished Word files you can hand a sponsor.

Sponsor & Decision-Maker Contacts

The real product shows the available decision-maker names, direct lines, cells, emails, and LinkedIn profiles for a plan. These invented stand-ins show exactly how the contact cards work.

Plan Information

Plan name
EIN
Plan type
Peer group
Filing year2024 (sample)

Plan Status Alerts

Now imagine it's a real plan in your territory.

The real Report Card reads the actual Form 5500 — ten years of history, peer benchmarks from 8.9 million filings, and the red flags that open doors.

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