|
Standard |
Professional |
Advanced Solutions |
| Monthly Price (Paid Annually) |
$1,500 |
$4,000 |
Call for more info
1-888-4SHIELD |
| Standard Features |
|
|
|
| Easy Setup No software to install - quick and easy online sign up. |
✓ |
✓ |
✓ |
| Unlimited Requests for Proposals (RFPs) Request proposals from leading recordkeepers. |
✓ |
✓ |
✓ |
| National Plan Search Search plans nationwide powered by BidMoni and DOL from 5500 data. |
✓ |
✓ |
✓ |
| Custom Provider Integration Integration of service providers outside of the Bidmoni core provider network |
|
✓ |
✓ |
| Concierge Onboarding Service
Assistance onboarding your existing plans.
|
|
|
✓ |
| Premium Features |
|
|
|
| Startup Prospector Sort and filter companies without a plan based on a specific geographic location. An advanced search feature allows users to search companies based on:
- Number of Employees
- Annual Payroll |
✓ |
✓ |
✓ |
| 401k Prospector
Sort and filter plans based on a specific geographic location. An advanced search feature allows users to search plans based on:
- Current Service Provider
- Fiduciary Risk Factors / Unique Plan Characteristics
|
✓ |
✓ |
✓ |
| Predictive Plan Design
Discover tax advantages of different plan designs to determine the best fit for your client. Easily compare plan formats in a simple and easy to understand format.
|
✓ |
✓ |
✓ |
| Document Integration
Integration of advisory agreements via Docusign®.
|
✓ |
✓ |
✓ |
| Administrative Oversight Dashboard
Custom Reporting and Practice Management System |
|
✓ |
✓
|
|
Standard |
Professional |
Advanced Solutions |
| Monthly Price (Paid Monthly) |
$1,500 |
$4,000 |
Call for more info
1-888-4SHIELD |
| Standard Features |
|
|
|
| Easy Setup No software to install - quick and easy online sign up. |
✓ |
✓ |
✓ |
| Unlimited Requests for Proposals (RFPs) Request proposals from leading recordkeepers. |
✓ |
✓ |
✓ |
| National Plan Search Search plans nationwide powered by BidMoni and DOL from 5500 data. |
✓ |
✓ |
✓ |
| Custom Provider Integration
Integration of service providers outside of the Bidmoni core provider network.
|
|
✓ |
✓ |
| Concierge Onboarding Service
Assistance onboarding your existing plans.
|
|
|
✓ |
| Advance Features |
|
|
|
| Startup Prospector Sort and filter companies without a plan based on a specific geographic location. An advanced search feature allows users to search companies based on:
- Number of Employees
- Annual Payroll |
✓ |
✓ |
✓ |
| 401k Prospector
Sort and filter plans based on a specific geographic location. An advanced search feature allows users to search plans based on:
- Current Service Provider
- Fiduciary Risk Factors / Unique Plan Characteristics
|
✓ |
✓ |
✓ |
| Predictive Plan Design
Discover tax advantages of different plan designs to determine the best fit for your client. Easily compare plan formats in a simple and easy to understand format.
|
✓ |
✓ |
✓ |
| Document Integration
Integration of advisory agreements via Docusign®.
|
✓ |
✓ |
✓ |
| Administrative Oversight Dashboard
Custom Reporting and Practice Management System |
|
✓ |
✓
|
Schedule Demo*Additional white label, firm level, and licensing options available.
Contact us for more information