Retirement plan intelligence

Your prospectable market, in one view.
Fees computed. Providers identified. Scored and ready.

What takes 60 hours of DOL filings, Schedule C decoding, and spreadsheet work — compressed into one session. All plans, scored by fee position, advisor status, trend signals, and fund-level data.
$1.21T
in fund-level holdings
extracted from Schedule H attachments
91%
of 106,994 provider names
mapped to a canonical entity
172,844
631,000 plan-year scores across 2020–2025
retirement plans scored,
ranked by signal strength
Sources — DOL EFAST2 · SEC Form ADV · Schedule C · Schedule H
Figures as of September 2026 (2024 plan year), regenerated from the live database  ·  How the data is made →  ·  How it's protected →
The product

Weeks of filing analysis, waiting when you log in.

Know what changed

Not just what exists — what changed. Advisor departures, recordkeeper switches, fee spikes, asset declines.

3,391 advisors departed this filing year

Every angle of opportunity

More than fees and departures — plans building cash, bleeding assets, ripe for rollovers, de-risking, or running with no advisor. Each a ready-made campaign.

Fee spikes · No advisor · Cash · Run-off · Rollover · De-risking

Provider identity

872 spellings of Fidelity. 66 spellings of Captrust. Three Principal Trust rows that are one entity. Resolved across 2.9M records.

91% coverage · 106,994 names mapped

Fund-level data

Fund holdings pulled straight from the Schedule H attachment — every holding, every dollar amount. Reconciled against the plan balance sheet. Full fund menus on file for 7,393 plans.

7,393 plans · $1.21T in holdings

Ranked by what moved

Five-signal model: fee position, plan size, advisor status, trend direction, contribution health. Every plan ranked against its peer group.

172,844 plans scored · 5 tiers

The 60 hours before your first call.

Your diligence and craft, with our technology as leverage.
The regular wayWith 100bps
Build your target list from raw 5500 extractsYour whole market, already assembled in one view
Bring in a business analyst to turn those filings into usable dataThe analysis already done at a fraction of a headcount cost
Read the full Form 5500 — every schedule and attachment, dozens of pages a planThe whole filing read for you, distilled into one clear plan view
Reconcile the many ways one recordkeeper gets spelledEvery alias already folded into one entity
Work out each plan's fee from the filingThe fee computed for you, shown against peers
Cross-check last year's filing to catch what movedFee, provider, and advisor changes flagged this cycle
Put in the hours to walk in fully preparedThe prep already done — those hours are yours

Pick a market. Work a campaign. Reach out.

1

Pick your market

A state, a city, a sponsor, a plan type, a recordkeeper, or a TPA — and see the potential across the addressable plans.

2

Work a campaign

Each campaign is a cohort of plans that share a behaviour — and the action it calls for: fee spikes, no advisor on file, cash building up, rollover-ready, run-off.

3

Reach out

Read the signals — each traced to a DOL filing — generate an opportunity brief, and save your view as a playbook that tracks what moves between sessions.

What does your market look like?

From filing to intelligence

The same data, before and after resolution.
All data derived from public DOL filings under ERISA Section 104.
What the filing saysWhat it actually means
FIDELITY MANAGEMENT & RESEARCH COFidelity Investments · Recordkeeper · 11,134 plans nationally
PRINCIPAL TRUST COMPANY (×3 separate rows)Principal Financial · consolidated from 3 filing rows · 5 roles on this plan
Fee ratio: 0.38%Fee ratio: 0.38% · 73rd percentile for plans this size
Schedule C filed: Yes3 providers reported · no standalone advisor · bundled arrangement

Questions

Most tools hand you the left column of the table above — raw filing rows, spellings and all. 100bps. delivers the right column: provider names resolved to real entities, fee ratios computed and ranked against peers, year-over-year change signals instead of snapshots, and — for thousands of plans — the actual fund menu extracted from the Schedule H attachment, which doesn't exist in any raw filing database. You're not searching filings; you're reading a market.
Every filing on 100bps. is sourced from the Department of Labor's EFAST2 public filing system, supplemented by SEC Form ADV data for registered investment advisor firms. We extract data from Form 5500, Schedule C (service providers and fees), Schedule H (plan balance sheets), and Schedule I (small plan financials). We do not estimate, project, or model missing data — if a number appears, it comes from a filing.
Form 5500 filings are due seven months after plan year-end, with extensions pushing some filings to nine and a half months. We ingest new filings from EFAST2 as they become available. The current base year is 2024; earlier years stay on the platform for year-over-year signals.
Yes. Form 5500 is a public disclosure document filed under ERISA Section 104. All data displayed on 100bps. is sourced from public filings available to any person through the DOL's EFAST2 system. Using public filings to identify prospective clients is standard practice and requires no additional compliance disclosures.
We classify plans using DOL Schedule C service codes — specifically codes 26 (Investment Advisory, participants), 27 (Investment Advisory, plan), and 28 (Investment Management). Plans with none of these codes are classified as Open. Plans with advisory codes bundled alongside recordkeeping codes are classified as Bundled. Plans with advisory codes and five or fewer total service codes are Standalone. Plans with investment management compensation but no advisory service codes are Indirect Advisory.
The opportunity score is a composite of five public signals: fee revenue potential, fee percentile relative to peers, advisor status, asset trend, and contribution health. The model is fully deterministic — no machine learning, no subjective inputs. Plans scoring 75 or above are classified Prime Value; 55–74 are High Value. Full methodology is available on request.
Yes. Save any filtered view as a playbook, and export that worklist as a CSV compatible with Excel and any CRM — up to 100 rows per day, which covers a real week of outreach. Research inside the platform is unlimited; the export cap exists so the dataset itself stays protected. Your license covers commercial use within your practice; redistribution or resale of exported data is not permitted.
You retain full access through the end of your paid period. Any data you exported prior to cancellation is yours to keep. We do not charge cancellation fees, require notice periods, or make you speak to a retention specialist.
One plan win covers years of the subscription.
Less than a part-time analyst.
See pricing & get access →
Transparent pricing by state, region, or a multi-market package — buy online, access opens the moment payment clears.
Prefer a walkthrough first? We'll respond within 24 hours with a demo of your specific market.