The Test Drive ships with six invented companies. The real product searches every plan in the public Form 5500 corpus and grades any of them from the actual Form 5500 filing.
These are three of the reports 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.
The real product shows the available decision-maker names, phone numbers, cells, emails, and LinkedIn profiles for a plan. These invented stand-ins show exactly how the contact cards work.
| Plan name | |
| EIN | |
| Plan type | |
| Peer group | |
| Filing year | 2024 (sample) |
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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