Advantages for your business development efforts:
Now with Benchmarking
A plan Benchmark Report is now available on ERISApedia.com's Plan Data Intelligence prospecting tool. This new Benchmark Report compares a given plan to its peer group and provides useful planning tips based on the individual benchmark results and other plan characteristics. The benchmarking database is updated monthly and provides a comparison to the plan's peer group based on industry type and plan size. The benchmarking database currently includes 176 peer groups.
The Benchmark Report also provides comparisons to eight highly relevant metrics and provides longitudinal comparisons to key metrics. The metrics are reported in large colorful gauge graphs which provide quick insight into a plan's operational performance. Click here to learn more.
The Plan Data Intelligence ReSource offers a powerful and very valuable data mining tool. We offer searching Form 5500 data, similarly as do other products; however, we also offer the ability to search the ATTACHMENTS! This allows you to search for a specific asset provider, asset or asset class among other search terms. It also includes a tool to find email address for plan sponsors.
This new ReSource gives you the ability to gather insight and information from the 5500 filing as well as look into the details inside the plan! Click here to learn more.
The ReSource allows you to customize your analysis by categories such as: Location, Plan Type, Sponsor Type, Asset Range, Participant Count, Average Participant Account Balance and other criteria.
Our revolutionary platform empowers you with a state-of-art and user friendly interface giving you access and insight into the database rich with opportunities.