ERISApedia

What ERISApedia does

ERISApedia is a subscription-based online platform that delivers ERISA compliance research, Form 5500 data intelligence, and CPA plan audit prospecting services to US-based retirement plan professionals. Founded in 2015 and operating as a product of PensionPro Software LLC (itself part of AmericanTCS), the company is organized around three core product lines: Technical Research for ERISA Pros, which provides a library of nine authoritative eSource treatises authored by recognized ERISA experts such as S. Derrin Watson, Ilene H. Ferenczy, and Timothy McCutcheon; Plan Data Intelligence, a Form 5500 data mining and benchmarking tool for financial advisors; and CPA Plan Audit Prospecting, a database of audited benefit plans for CPA firms. Underlying technology includes an AI-powered search layer over the compliance content library and a generative AI feature that drafts customized prospect emails from selected benchmarking KPIs, complemented by structured proprietary data assets covering over 2.0 million pages of Form 5500 filing attachments, 80,000+ audit reports, 176 monthly-updated peer groups, and 200+ PlanAdminIQ KPIs.

Revenue is generated almost exclusively through annual subscriptions with tiered per-seat (1–5 access ID) pricing that ranges from approximately $278 to $4,631 per user annually depending on product combination. Distribution is primarily direct and domestic, combining self-serve web sign-up (app.erisapedia.com), inside phone sales (612) 605-2266, and an exclusive data partnership with ForceManager 5500, supported by newsletter funnels (Expert401kDigest, Advisor401kDigest) and an ERPA-CE-credited webcast program. Customers are concentrated in three personas: ERISA professionals (attorneys, compliance managers), financial advisors, and CPA plan auditors, with TPAs as an adjacent user segment. The company is small (1–10 employees) and bootstrapped within its parent structure, with no disclosed external funding rounds.

Name

ERISApedia

Legal name

PensionPro Software LLC

Website

https://erisapedia.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

ERISApedia is a US subscription platform that provides ERISA compliance research, Form 5500 data intelligence, and CPA plan audit prospecting tools to retirement plan attorneys, financial advisors, and CPA plan auditors.

Ownership category

akta.pro rank

Product category

Retirement Plan Compliance Software

NAICS

Software Publishers (513210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Professional Services Automation (PSA) & Services ERP (HDAEAEAF)

akta.pro secondary industry

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• ERISA compliance research
• Retirement plan data
• Plan audit prospecting
• Form 5500 data mining
• Qualified plan eSource

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Annual Subscriptions - Technical Research Products: Simple annual subscriptions providing access to compliance resources including QPe/GS Combo, Plan Corrections eSource, ERISA Fiduciary Navigator, 5500 eSource, Who's The Employer, 403(b) eSource, 457 eSource, Defined Benefit/Cash Balance eSource, Plan Distribution eSource, Ask the Author service, and AI Search. Priced per access ID (user seat) with tiered pricing from 1-5 users. Prices range from $278 to $4,631 annually depending on product combination and user count.
2. Annual Subscriptions - Plan Data Intelligence: Annual subscription for Plan Data Intelligence ReSource with hundreds of search criteria including capability to search 5500 attachments, benchmark reports, PlanAdminIQ, and Plan Data Benchmark. Priced from $2,087 (1 user) to $4,175 (5 users) annually. Includes CPAP/PDI Combo option.
3. Annual Subscriptions - CPA Plan Audit Prospecting: Annual subscription for CPA Prospecting ReSource providing database of all audited benefit plans with auditor information and access to 80,000+ audit reports. Priced from $1,043 (1 user) to $2,711 (5 users) annually.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

ERISApedia operates an online compliance research and data intelligence platform for U.S. retirement plan professionals. It sells three core subscription product lines: Technical Research for ERISA Pros (nine expert-authored eSource treatises plus AI Search and Ask the Author expert Q&A), Plan Data Intelligence (Form 5500 data mining, benchmarking, and PlanAdminIQ analytics for advisors), and CPA Plan Audit Prospecting (database of 80,000+ audit reports for CPA auditors). All products are delivered as annual subscriptions tiered by user count.

Product overview

ERISApedia is a multi-product compliance research platform organized into three core offerings: (1) Technical Research for ERISA Pros — providing expert eSource publications including Qualified Plan eSource, ERISA Fiduciary Navigator, Plan Corrections eSource, Who's The Employer, Form 5500, 403(b), 457, Defined Benefit/Cash Balance, and Plan Distribution eSources, plus Government Source Materials, AI Search, and Ask the Author service; (2) Plan Data Intelligence — a data mining tool for financial advisors with PlanAdminIQ analytics and Plan Data Benchmark reporting; and (3) CPA Plan Audit Prospecting — a database of audited benefit plans for CPA auditors with mapping capabilities. All products are available via annual subscription with tiered pricing based on number of access IDs.

Differentiator

Problem solved

Functional benefit

Brands

• Plan Data Intelligence: Data mining tool for searching Form 5500 data and attachments, featuring Plan Data Benchmark and PlanAdminIQ modules for 401(k) plan insights.
• PlanAdminIQ
• Plan Data Benchmark
• CPA Prospecting ReSource
• Qualified Plan eSource
• ERISA Fiduciary Navigator eSource
• Who's The Employer eSource
• Plan Distribution eSource
• Defined Benefit/Cash Balance eSource
• Plan Corrections eSource
• Form 5500 eSource
• 403(b) Plan eSource
• 457 Plan eSource
• Ask the Author
• AI Search

Products and services

• Technical Research for ERISA Pros Subscription-based compliance research platform for ERISA professionals (attorneys, compliance managers, plan administrators) providing expert search tools, nine authoritative eSource treatises, AI Search, and Ask the Author expert Q&A with four business-hour turnaround. Sold per access ID (user seat) with tiered 1–5 user pricing.
• Plan Data Intelligence Data mining and analytics tool for financial advisors that enables full-text search of Form 5500 data and attachments (over 2.0 million pages), with PlanAdminIQ analytics (200+ KPIs) and Plan Data Benchmark reporting against 176 monthly-updated peer groups. Includes Generative AI for customized prospecting emails. Priced $2,087–$4,175 annually for 1–5 users.
• CPA Plan Audit Prospecting Subscription database for CPA plan auditors providing access to 80,000+ audit reports and Form 5500 filings, with search by audit firm, plan type, and sponsor type, plus dynamic Google Maps visualization of geolocated plan sponsors. Priced $1,043–$2,711 annually for 1–5 users.
• Ask the Author Standalone subscription service delivering personalized expert answers to tough ERISA compliance questions within four business hours from recognized ERISA authorities. Sold in question-block tiers (Small 6 questions $1,283; Medium 12 questions $1,764; Large 30 questions $3,209).
• PlanAdminIQ Analytics module within Plan Data Intelligence providing Firm Dashboard with over 200 KPIs covering assets, demographics, and compliance across the Recordkeeping and Third-Party Administration industry for 401(k) plans.
• Webcasts Professional education webcast series featuring industry-leading speakers delivering ERPA CE credit sessions on ERISA compliance topics; functions as both a marketing channel and a service offering.

Quantifiable outcome

• Reduced research time on thorny compliance questions significantly
• +4 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability4 records

Feature5 records

Partnerships

One partnership is on record.

• ForceManagercoreTechnology or IntegrationERISApedia has been selected as the exclusive data provider for ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM. This partnership enables geolocated plan sponsor analysis, searching, and visualization within the CRM for an improved prospecting experience. ForceManager 5500 complements ERISApedia's premium Plan Data Intelligence product.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Wolters Kluwer: Large global compliance and information services publisher (CCH, Kluwer, Cheetah) selling authoritative tax, legal, and regulatory research to professionals. Directly comparable to ERISApedia at the workflow level (subscription research tools for CPAs and legal/regulatory professionals) but operates at vastly greater scale across many verticals.
• Thomson Reuters: Owner of Checkpoint, Practical Law, Westlaw, and CLEAR, providing subscription-based tax, legal, and compliance research to professionals. Overlaps with ERISApedia's product model (specialized subscription research for tax and benefits professionals) while serving a much broader set of practice areas.
• Bloomberg Tax & Accounting (Bloomberg Industry Group): Subscription tax, accounting, and benefits compliance research platform serving tax and audit professionals. Comparable to ERISApedia for the CPA auditor and tax segment and competes for the same subscription research budget, though with a broader tax/accounting scope and no retirement-specific data layer.
• LexisNexis (RELX): Provider of Lexis Advance and Nexis for legal, regulatory, and news research, including compliance and risk content. Compares to ERISApedia in the model of authoritative subscription research for legal/regulatory professionals, with much wider domain coverage and enterprise data assets.
• CCH (Wolters Kluwer): Wolters Kluwer's professional tax and accounting division, with CCH AnswerConnect and CCH ProSystem fx. Directly competes for the CPA/audit research budget that ERISApedia's Technical Research and CPA Plan Audit Prospecting products target.
• Empower Retirement: Major US retirement plan recordkeeper and wealth manager serving plans of all sizes with bundled administration and advisory services. Comparable to ERISApedia in that its customers overlap heavily with the advisors and plan professionals using Form 5500 data and benchmarking.
• ADP Retirement Services: One of the largest US 401(k) recordkeepers offering plan administration, compliance, and benchmarking to employers. Overlaps with ERISApedia's customer base (HR/plan administrators) and competes for the same retirement-services wallet.
• Broadridge Financial Solutions: Public company providing data, communications, and technology for financial services, including retirement and wealth platforms. Comparable to ERISApedia in distributing data-driven tools to advisors and financial intermediaries, though at vastly greater scale and across broader workflows.

Emerging players

• Ascensus: Largest independent retirement and college savings TPA in the US, serving plan administrators and sponsors with recordkeeping, plan documents, and compliance support. A potential partner or adjacent competitor to ERISApedia in serving TPAs and plan sponsors with compliance and data tools.
• Judy Diamond Associates: Specialty data and marketing firm focused on the retirement plan industry, providing plan sponsor databases and lead-generation tools to advisors and TPAs. Closest comparable to ERISApedia's Plan Data Intelligence and CPA Plan Audit Prospecting products given the shared use case of Form 5500-driven prospecting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ERISApedia