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Pricing
the no-hassle, low employer-cost 401(k)
making the 401(k) simpler and more affordable, so more people can have one
What's Included?
Low Fees for Employers
No matter how your plan is designed - there's just one low price
$
250/mo
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$0 set-up fee
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$250 monthly fee
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$9 per active employee fee
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.25% participant fee
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$0 Plan Transfer Support
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.
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 AUM fee of up to 90bps (0.90%).
Recordkeeping
As your recordkeeper, we track all of your 401(k) plan’s balances, transactions, withholdings, and deferrals.
Government Filings
We prepare and file annual reports for no extra fee, including Form 5500 and 8955.
IRS Nondiscrimination Testing
We perform nondiscrimination testing and manage any required corrections. Our compliance-friendly Safe Harbor plans are also available to any business.
Custodial Services
We work directly with a third-party custodian through our broker deal subsidiary to validate transactions and execute trades.