Your next prospect brief
is already done.
5500Vision finds the employer plans worth your time, then hands you a finished, AI-written sales briefing for each one — the carriers, the fees, the funding gaps, and the opening line. Competitors sell you data. We hand you the pitch.
$49.99/month · cancel anytime.
Boler Company — 401(k), 1,400 participants
Assets grew 12% YoY, but recordkeeping fees run in the 81st percentile versus same-size manufacturers — a clean fee-compression opening. The plan changed recordkeepers in 2023.
Fee angle
Above-peer admin fees
Timing
Recent recordkeeper change
Carrier
Principal
Opening
Benchmark their fees
Step one — discovery
First, find the plans worth your time.
Every employer in the country files a Form 5500. 5500Vision turns those filings into a searchable map of your market. Draw a radius around your territory, filter to the plans that fit you, and surface the ones most likely to switch — before anyone else is calling.
- Zip-radius search around your territory
- Plan size, assets & funding type
- Carrier & service-provider filters
- Plans most likely to switch this year
Step two — the briefing
Then, skip the research.
Stop downloading government spreadsheets. For every plan, Claude reads the filing and writes a specific, cited briefing — not a generic summary, but the actual reason this employer is worth a conversation right now, and the line that opens it.
Below: a sample briefing for the Boler Company 401(k).
Boler Company
Itasca, IL · Manufacturing · 401(k) · 1,400 participants · $180M plan assets
Boler’s 401(k) grew assets 12% last year, but plan administration fees sit in the 81st percentile versus manufacturers its size — a clean fee-compression opening. The plan changed recordkeepers in 2023, signaling a relationship already in motion, and its frozen defined-benefit plan shows an underfunded position on Schedule SB. Three concrete reasons to call now, not next quarter.
Fee angle
Admin fees in the 81st percentile vs. peers
Timing
Switched recordkeepers in 2023
Funding
Frozen DB plan underfunded (Schedule SB)
Opening
“Has anyone benchmarked your plan’s fees lately?”
Illustrative sample. Real briefings are generated from each employer’s filed Form 5500.
Depth the broad tools don’t have.
BenefitFlow, miEdge, and Catalyst go wide. 5500Vision goes deep on the retirement and benefits plans you actually prospect into.
Plan-level ERISA intelligence
DB funding from Schedule SB, carriers, service providers, and peer cost benchmarking — signals no broad competitor surfaces.
A built-in fee-compression angle
Cost benchmarking shows you exactly where a plan’s fees run above its peers — a concrete, credible reason to reach out.
Catch plans in motion
Roughly 1 in 6 plans switches provider or carrier each year. The data makes those moments catchable while they’re live.
Self-serve, no demo required
Built for the individual advisor and small agency — not enterprise procurement. Sign in and search the same day.
How it works
Search the universe of plans
Filter millions of Form 5500 filings by location, plan size, assets, funding, carrier, or provider — down to the prospects that fit you.
Open the AI briefing
Each employer comes with a cited, plain-English brief: the angle, the timing, the carrier, and the line that opens the conversation.
Make the call
Walk in already knowing their plan better than they expect. Lead with the fee angle or the recent switch — and book the meeting.
From private beta
“I used to spend an evening pulling 5500s into a spreadsheet. Now I open a briefing and I’m dialing in two minutes.”
“The fee-benchmark angle gets me in the door. I’m not cold — I’m telling them something they didn’t know about their own plan.”
Illustrative quotes from current beta testers; named references available on request.
Simple pricing.
One plan to start. No demos, no procurement, no annual lock-in.
Starter
Available now$49.99/month
Everything one advisor needs to prospect.
Get started- Search every Form 5500 filing in the country
- Full company detail & filing history
- The Briefing — AI-written for every plan
- Zip-radius, carrier & provider filters
- Saved searches and prospect lists
Pro
Coming soon—
For advisors who want signals and exports on top.
- Everything in Starter
- Switch-propensity scoring
- New-filing & change alerts
- CSV / CRM exports
Custom Enterprise
Custom
For agencies and teams with bigger needs.
Request info- Team seats & shared prospect lists
- CRM & data-feed integrations
- Custom datasets and filters
- Onboarding & dedicated support
See your market the way the filings see it.
Start with Starter for $49.99/month. Search your territory and open your first briefing today.