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Pricing Options
Pricing Options
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Plans and Features
Plans and Features
Compare our subscription plans
Compare our subscription plans
Basic (DC)
Basic (DC)
$99
$99
USD/user/month billed annually
Intro Plan for DC Plan Designers
Designs are Subscriber Produced Only
1 User
Email Support
Executive Summary Report
SIMPLE IRA Plans and
Defined Contribution Plans Only
Executive Summary Report
Producer Partner
Producer Partner
$399
$399
USD/user/month billed annually
Best Buy for Financial Advisors
Designer Assistance included
1 User
Same as Basic (DC) PLUS
1 Point of Sale ID (RFP)
3 DC Plan Comparative Analysis
Up to 3 Design Partner Illustrations Monthly ($300 Value)
Producer Choice
Producer Choice
$1199
$1199
USD/user/month billed annually
Best Buy for Small Advisory/TPA Sales Teams
Designer Assistance Included
1-3 Users
Same as Producer's Partner
Email, Chat, and Phone Support
Includes Defined Benefit Plans
1 Point of Sale ID (RFP)
Comparative Analysis & Presentation
Combo Plan
Up to 7 Design Partner Illustrations Monthly
Shared Access to Team Database
Security Profile for Supervisor Role
Enterprise Version and Add-ons
Enterprise Version and Add-ons
Small Enterprise*
Small Enterprise*
$1999
$1999
USD/user/month billed annually
Best Buy for Small Enterprises
Designer Assistance Included
4 Users PLUS
4 additional Point of Sale IDs
Branded Illustration by Producer
Up to 15 Design Partner Illustrations Monthly
($1500 Value)
$200 / monthly
Insurance Calculations – Single Life, Key Person, Group Life, &
Pension/412(e)(3)
*Large Enterprise - Ask for Quote
Add-ons
Add-ons
$200
$200
USD/month*
Small Business & Enterprise Versions
Block of 2 users
Block for 4 POS IDs
Website & Custom presentation development (2 hours)
Access to APIs
Three DC Plan Comparison plus 1 Point-of-Sale ID (Company Portal for Proposal Requests)
Add-On Designer Produced Illustration
Add-On Designer Produced Illustration
$99*
$99*
USD
Available on all levels
Purchase Adhoc
(good for 12-months)
Purchase Illustration as a Bundle
(10% Discount)