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401(k) Solved
Convenient to start, simple to use, and wildly affordable for small to medium businesses.
AS FEATURED ON
OUR CUSTOMERS LOVE US!
EASY ONBOARDING AND PAYROLL INTEGRATION
We cover everything your business needs to provide reliable 401(k) plans
Fiduciary Services
We have built-in fiduciary guidance and act as your ERISA 3(16) and 3(38) fiduciary. We ensure your plan is created and managed according to ERISA requirements.
Recordkeeping
We track all of your 401(k) plan’s balances, transactions, withholdings, and deferrals.
Government Filings
We prepare annual reports for no extra fee, including Form 5500 and 8955.
Compliance
We perform nondiscrimination testing and manage any required corrections. Our compliance-friendly Safe Harbor plans are also available to any business.
Managed Investments
Through our affiliated investment adviser, WealthyX, LLC, your employees can access advised, customized portfolios suited to their individual risk appetite and goals for just one low participant AUM fee. Our blended average fund fees are 0.08%.
Custodial Services
As the broker-dealer, we work directly with a third-party custodian to validate transactions and execute trades. Your 401(k) plan takes advantage of the savings.
setup in 15 minutes or Less
The easiest 401(k) plans for any business.
401(k) plans for any business. We charge low fees, keeping more money in you and your employees’ pockets. Setup in 15 minutes or less.