The advisor ladder for dealership 401(k) intelligence
Mid is where most advisors land — watch up to 50 prospect rooftops and put your name on the report you share. Entry is the floor; Pro opens unlimited monitoring and white-labeled consultation packages for an agency book.
~$3.30 / day · cancel anytime
Best for · An advisor who wants ongoing access to search dealerships and benchmark plans whenever a prospect appears.
- Unlimited dealership search & comparison
- Full rankings, benchmarks, peer medians & percentiles
- Cancel anytime
≈ $4 per prospect · 50 rooftops watched
Best for · An advisor actively prospecting: watch a roster of dealerships and put your name on the report you share.
- Everything in Entry
- Roster monitoring — track up to 50 prospect dealerships for ranking & fee movement
- Share a benchmark report; we send it, the subject reads “[Your Name] Wants to Share This Report with You”
Unlimited rooftops · white-labeled packages
Best for · The advisor or agency running a book of automotive 401(k) business — unlimited monitoring and unlimited client-facing packages.
- Everything in Mid
- Unlimited roster monitoring
- Unlimited consultation packages — benchmark report + your write-up, white-labeled “Presented by [You]”
- Add advisor seats under your agency account
Run every search and comparison for a day. Your $50 credits dollar-for-dollar toward your first month.
Secure payment via Stripe. The $50 Test Pass is non-refundable but credits dollar-for-dollar toward your first subscription invoice. Monthly tiers carry a 14-day money-back guarantee if you haven't printed or shared a report. Dealership owners booking a Fiduciary Positioning Consultation continue ongoing fiduciary monitoring on our sister product, 401kOS™.
The ADRS™ methodology, formulas, rankings, and derived analytics are the proprietary property of Watchdog IP Holdings LLC, in collaboration with 401kWatchdog™ LLC. Underlying plan data is sourced from public U.S. Department of Labor Form 5500 filings. Terms & IP.