For advisors, attorneys & researchers
Insight Pass
One product, priced per seat. No data submission required.
Insight Pass
$299 per seat
Founding price · 12 months, one-time, per seat. Does not auto-renew.
A professional research workspace across the Form 5500 universe, no plan-data submission required.
- One seat per purchase — each person needs their own pass
- Filtered cohorts with exact counts and saved queries
- Projects with company notes, tags, and monitoring
- Benefit-line premium, broker dollars, rates, percentile bands, loss ratios, and sources
- 2–10 company line-item comparison with aligned filing years
- Normalized line-level CSV export and dated evidence pages
- Monthly filing-year and compensation-change alerts
- $199 report remains optional for a dated PDF and employer documentation package
Frequently asked
I'm an advisor. Which tier is mine?+
Insight Pass, priced per seat. It is built for people who research many companies: uncapped company lookups, benefit-line premium and compensation detail, percentile bands, cross-company comparison, monitoring, and normalized exports. Each person who needs access buys their own 12-month pass. The optional $199 report is the separate dated PDF and employer documentation package for a specific EIN.