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Pricing Options

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ASK ABOUT OUR EARLY ADOPTER OFFER

Plans and Features

Compare our subscription plans

Basic (DC)

$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

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Producer Partner

$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)

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Producer Choice

$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

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Enterprise Version and Add-ons

Small Enterprise*

$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

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Add-ons

$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)

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Add-On Designer Produced Illustration

$99*

USD

Available on all levels

Purchase Adhoc

(good for 12-months)

Purchase Illustration as a Bundle

(10% Discount)

License Now

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