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.
$2.44T
in fund-level investment data
extracted and validated from DOL filings
91%
of 106,994 provider names
resolved to canonical entities
~530K
retirement plans scored, mapped,
and ranked by signal strength
Sources — DOL EFAST2 · SEC Form ADV · Schedule C · Schedule H
Figures as of July 2026, 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.

1,269 advisors departed this filing year

Provider identity

825 spellings of Fidelity. 22 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

Line 4i extracted from Schedule H PDFs — every holding, every dollar amount. Validated against balance sheets. Every Prime-tier plan in the country: full fund menu on file.

4,500+ plans · $2.4T in assets

Ranked by what moved

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

~530K plans scored · 5 tiers

From filing data to outreach in one session.

1

Pick your market

Select a state and city, or search for a specific recordkeeper, sponsor, or plan. See the market landscape mapped and scored.

2

Read the signals

Filter by what's changed: advisor departures, recordkeeper switches, fee spikes, asset declines. Each signal is an observation from DOL filings.

3

Build your campaign

Save your filters as a playbook. Generate an opportunity brief. The platform tracks new matches so you see what's moved since your last session.

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 · 4,100+ 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

Principles

The principles the product is built on.

The record & from the record.

Each detail on a plan page traces back to the Form 5500 it came from. Every detail is a fact in the filing or computed from filed numbers — the arithmetic is traceable. Nothing is guessed, inferred from a model, or bought from a list.

Disclose, don't decide.

Clinical diligence has been taken to be objective in displaying a fact. We are conscientious not to pass a verdict on how well the plan is run. We leave the judgment to you, because we believe your discretion is better.

Time is part of the truth.

One filing is a snapshot. We keep the temporal context — the fee that rose, the recordkeeper that changed, the advisor line that went quiet — because the signal lives in what moved and why.

The known unknown is marked, not hidden.

Where no fund menu is filed, we have no fund menu. Reported fees are the plan's direct costs, not what's charged inside the funds. When the filing is silent, we mark it silent rather than fill the space — and we'd rather you knew that.

These aren't slogans — the pipeline enforces them. See how the data is made →

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. Our current corpus covers plan years 2020 through 2025, with 2023 being the most complete year (153,629 plans). 2024 filings are still arriving.
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.