Choose the Dashboard That’s Right For You

Compliancedashboard® is a customized, turnkey tool built to keep you in compliance year-round. Ready to get started? Learn which plan works best for you:

Health & Welfare Plan

$90/month*

or $999/year 

*annual contract

  • Automated checklist based on plan demographics
  • ACA updates
  • Model notices / templates
  • Activity report on demand
  • Progress tracking and email alert system
401(k) Plan

$100/month*

or $1,149/year

*annual contract

  • Automated checklist based on plan demographics
  • IRS and DOL updates
  • Model notices / templates
  • Activity report on demand
  • Progress tracking and email alert system
Best Value
Combination Plan

$160/month*

or $1,850/year

*annual contract

  • Monitor health & welfare plan requirements
  • Monitor 401(k) plan requirements
  • Manage both modules through a single login
  • Unlimited number of users

Frequently Asked Questions

Do I have to download software?

No, Compliancedashboard® is accessible through the latest supported version of your preferred browser. Users receive user IDs and passwords to access the site.

Are there any discounts available?

Yes. Ask your adviser if the dashboard is available through their agency. Advisers may purchase Compliancedashboard® at a reduced rate.

How does billing work?

Compliancedashboard® subscriptions are billed monthly or annually. Monthly subscriptions are billed for the entirety of the 12-month term.

Is there a contract?

Yes. The initial term is 12 months from the date of purchase. Mid-term cancellations will not be refunded or prorated.

Can I cancel my plan?

You may cancel your subscription effective your next annual renewal date by giving us advance notice of the termination at support@compliancedashboard.net. Otherwise, we will automatically charge your credit card for successive annual renewal subscriptions no earlier than 60 days before your annual subscription expires.