k
waivz.ai · (k) Suite
PROSPECTING WALKTHROUGH · FOR PLAN DESIGN CONSULTANTS
Search(k) → Bench(k) · Sales Team Brief

Stop chasing five thousand plans.
Walk in with intelligence on the right one.

Most adviser prospecting tools generate volume. They produce a list, you blast a generic email, the list goes cold. Search(k) produces the opposite: a single plan, with a complete AI-authored intelligence brief your team hands the adviser before the first meeting.

PREPARED FORChad Johansen, QKA · Partner & Director of Retirement Plan Sales
PLAN DESIGN CONSULTANTSFoster City, CA · Since 1975
Chad —

When you saw Bench(k), you said merging that visual into Search(k) would be a "bigger home run." It's done. This brief shows what your sales team can now hand advisers — not a list of 5,000 plans in a 50-mile radius, but a plan-by-plan intelligence package built for the specific opportunity. Walk-through below.

The Positioning

Two completely different prospecting motions

Most 5500 search products solve the wrong problem. They optimize for breadth — give me every plan in a radius, every plan in a size band, every plan in an industry. Then advisers fire generic outreach into that pile and call it prospecting. Search(k) inverts the model.

⚠ THE VOLUME TRAP
"Give me 5,000 plans in a 50-mile radius"

The standard 5500 search workflow. Adviser pulls a list, drops it into a sequencer, blasts a generic mailer. Conversion approaches zero because every plan gets the same pitch — and the pitch contains no plan-specific insight.

  • Generic outreach with no plan-specific angle
  • Burns the list on first contact
  • Spam-flag risk degrades sender reputation
  • Adviser walks into meetings empty-handed
  • No differentiation from every other adviser using the same tool
✓ THE INTELLIGENCE PLAY
"Give me one plan — with the full story"

The Search(k) → Bench(k) workflow. Filter to a tight target set, click into a single plan, and hand the adviser a complete benchmark report with AI commentary on contribution gaps, peer comparison, and upgrade angles — before they ever pick up the phone.

  • Plan-specific commentary, not template language
  • One adviser, one plan, one informed conversation
  • Walks in with peer-group context the sponsor doesn't have
  • Every meeting is differentiated — by the report
  • Branded "from the desk of Plan Design Consultants"
The Workflow · Annotated Wireframes

What your sales team actually does, start to finish

Five clicks. Two minutes. Output: a plan-specific intelligence package. Wireframes below — annotated so anyone on your team can grasp the flow without a demo.

1
STEP 01 · OPEN SEARCH(K)
Filter the Form 5500 universe down to your target
search.waivz.ai Search (k) FORM 5500 PLAN INTELLIGENCE Help · ? FILTERS Geography CA, OR, WA ▾ Plan Size 50 – 250 participants Industry (NAICS) Professional Services Plan Assets $5M – $50M Current TPA Any Apply Filters Results 427 plans match TOTAL ASSETS $8.4B AVG PARTICIPANTS 142 AVG ASSETS / PLAN $19.7M Hartwell & Associates 401(k) Plan Hartwell & Associates LLP · San Francisco, CA · Legal Services EIN 94-2855431 · 184 participants · $24.2M → Benchmark this plan Pacific Rim Architects 401(k) Oakland, CA · 92 participants · $11.4M Westwood Capital Advisors 401(k) San Mateo, CA · 67 participants · $8.9M A B C
A · FILTERS

Geography, plan size, NAICS industry, asset range, current TPA. Filter by combination — not raw radius. Most adviser tools stop here.

C · LIVE STATS

Total assets, average plan size, count. Sales team confirms the target segment is fundable before doing a single click of outreach.

B · THE BUTTON

"Benchmark this plan" on every result row. This is the bridge to Bench(k). One click pre-loads the plan — no copy/paste, no EIN re-entry.

2
STEP 02 · CLICK "BENCHMARK THIS PLAN"
The deep-link hands the plan to Bench(k) — pre-loaded
Hartwell & Associates 401(k) San Francisco, CA · Legal Services EIN 94-2855431 · $24.2M · 184 ppts → Benchmark this plan SEARCH(K) URL CONTRACT ?ein=94-2855431 + from=search-k & auto=1 BENCH(K) Hartwell & Associates 401(k) Plan auto-loaded · industry mapped AI ANALYSIS RUNNING · 72% ← Back to Search(k) breadcrumb visible in topbar
ZERO RE-ENTRY

The EIN passes via URL. No copy/paste. No "lookup again." The adviser opens to the plan already loaded.

AUTO-FIRE

AI analysis triggers immediately. By the time the adviser sees the page, the benchmark is ~30 seconds from rendering.

BREADCRUMB

"← Back to Search(k)" stays in the topbar. Adviser can flip back to the result list and benchmark the next plan in 5 seconds.

3
STEP 03 · BENCH(K) RENDERS THE INTELLIGENCE
Plan HTML + AI commentary = the package
bench.waivz.ai?ein=94-2855431&from=search-k ← Back to Search(k) Bench (k) Export PDF · Save to Vault PLAN BENCHMARK · LIVE Hartwell & Associates 401(k) Plan EIN 94-2855431 · Legal Services · 184 participants · $24.2M assets · San Francisco, CA PLAN DESIGN · HTML Plan Provisions Plan Type Safe Harbor 401(k) Match Formula 100% on first 4% Profit Sharing New Comparability Auto-Enrollment Not enabled Vesting 3-yr cliff Avg Account Balance $131,500 Participation Rate 76% (peer: 88%) Total Plan Cost 0.78% (peer: 0.62%) AI COMMENTARY · CLAUDE Competitive Read This plan trails its peer cohort in three areas that are addressable through plan-design changes: 1 · No auto-enrollment Peer plans of this size show 91% adoption. Adding QACA could lift participation 76% → 89%+ within 18mo. 2 · Match formula below peer median Peer median: 100% on first 5% (vs. 4% here). Closing the gap costs ~$48K/yr but unlocks Safe Harbor flexibility. 3 · Plan cost 16bps over peer median Recordkeeper change + share class review could save ~$38K annually. This is the single biggest fiduciary lift. CITATIONS · 2024 401(k) BENCHMARK SURVEYS · 4 SOURCES D E
D · PLAN HTML

The full plan design — every provision, every metric. Match formula, vesting, auto-enrollment status, participation, fee tier. Sponsor sees their own plan reflected back with peer benchmarks alongside.

E · AI COMMENTARY

This is the differentiator. Three plan-specific opportunity areas, dollar-quantified, citation-backed. Not template language. Generated for that one plan, that one EIN, that one sponsor.

EXPORT & SAVE

PDF export for the adviser's first-meeting hand-off. Save to Vault persists the analysis to their CRM. Branded "Plan Design Consultants" optional.

The Outcome

What your sales team actually hands the adviser

Not a list. Not a leaderboard. Not a CSV export. A plan-specific intelligence package they can walk into a sponsor meeting with — produced in two minutes, ready to print or email.

A plan-specific PDF
Branded, exportable, attachable. The adviser sends it ahead of the meeting or hands it across the table. Visual peer comparison + AI written analysis on a single document.
A talking-points brief
Three to five plan-specific opportunities, dollar-quantified. The adviser walks in knowing where this plan trails its peers and what changing each provision would cost or unlock.
A reason to meet
"I noticed your plan ranks below peer median in three areas — here's the breakdown" beats "Hi, I'd like to introduce myself" every time. Cold-open conversion goes up because there's a reason in the open.
★ THE PUNCHLINE
Five thousand plans is a list. One plan with intelligence is a meeting.

Plan Design Consultants' sales team isn't competing with adviser blast emails. You're competing with adviser preparation. Search(k) → Bench(k) closes that gap in two clicks. Every adviser your team supports walks into every prospect meeting with intelligence the sponsor doesn't have — and didn't expect them to bring.

Your Words, Built

You called it a home run. Here it is.

"I love these graphics and think it would be an even bigger home run if you merged this visual into the Search(k) output."

— Chad Johansen, QKA · Partner & Director of Retirement Plan Sales · Plan Design Consultants

The integration is live. Search(k) result rows now include a "Benchmark this plan" button on every record. One click hands the EIN to Bench(k), the AI analysis fires automatically, and within 30 seconds the adviser has a print-ready intelligence package — the visual you saw, but plan-specific, every time.

Ready to roll this out to your sales team?

Happy to do a 20-minute live walk-through with you and the sales leads. We can also discuss co-branded reports — "Powered by Plan Design Consultants" — so every benchmark your team distributes carries your firm's identity, not ours.

JD CARLSON · TONY DAVIS · WAIVZ.AI