Spot Under-Served Plans Before Your Competitors Do
ERISA Scout analyzes Form 5500 filings for advisor changes, fee spikes, distributions, and compliance red flags, then ranks the plans most likely to switch advisors in the coming cycle.
Win new 401(k) business with targeted outreach, not blind cold calls.
Built for RIAs, retirement planners, and independent advisors who want:
How It Works
ERISA Scout turns millions of Form 5500 datapoints into a daily, ranked feed of plans that actually have a reason to take your call.
We Ingest Millions of Datapoints
Schedule C and R, advisor changes, fee disclosures, participant counts, distributions, and compliance indicators are parsed into a clean, queryable dataset.
We Detect Churn Signals
Advisor replacement, high total fees (>0.75%), large distributions (>20%), service-provider instability, and patterns consistent with under-served plans.
You Get Ranked Leads
A prioritized list of plans, sorted by severity, lead type, and recency, so you always know which plans deserve outreach this week.
Example: A $4.2M plan with a recent advisor change, 0.95% total fees, and a 27% jump in distributions shows up at the top of your feed, along with the exact signals that make it a strong conversation target.
Why Advisors Use ERISA Scout
Every lead answers the question: "Why would this plan consider switching from their current advisor now?"
Daily 401(k) Radar
Instead of scrolling through raw filings, log in and see a curated feed of plans with fresh signals, filtered to the segments you actually want to pursue.
Plan & Provider History
See multi-year history of providers, fees, distributions, and participant metrics in one place so you can speak to the story, not just last year's numbers.
Outreach-Ready Profiles
Each plan view highlights assets, participants, service providers, and the specific risk or dissatisfaction signals that justify a conversation.
Save, Segment & Export
Build lists by geography, plan size, or signal type. Export to CSV for CRM imports or outreach sequences when you're ready to make calls or send campaigns.
Always current: Data is refreshed as new filings become available, so your pipeline is based on current information, not last year's stale snapshots.
Simple, Fair Pricing
Lead intelligence priced for individual advisors and small teams, without the multi-thousand-dollar platform contracts.
- Full access to all leads
- Daily updated data
- Unlimited plan lookups
- Cancel anytime
- Everything in Monthly
- All future improvements
- Never pay again
- Priority support
How We Compare
ERISA Scout focuses on one job: turning raw compliance filings into a practical, ranked list of outreach targets. No bloated dashboards, no training burden—just clear signals you can act on.
| Feature | ERISA Scout | Free 5500 Tools | Big Vendor Platforms |
|---|---|---|---|
| Lead signals | |||
| Ranked feed | |||
| Real-time data | |||
| Fair pricing | |||
| Built for independents |
Frequently Asked Questions
Can I cancel my subscription?
Yes, you can cancel your monthly subscription at any time. Your access continues until the end of your billing period.
What payment methods do you accept?
We accept all major credit cards through our secure payment processor, Stripe.
Is there a free trial?
Yes! Create a free account to see 3 sample leads and explore the platform. When you're ready for full access, upgrade to a paid plan.
What's included in the lifetime plan?
Lifetime access includes all current features plus all future improvements we make to the platform. Pay once and never worry about subscription fees again.
Stop Chasing Cold Leads.
Start Closing Warm Ones.
Your next 401(k) client is already in the data. ERISA Scout simply tells you which plan to call first, and why.
3 free leads • No credit card required