SMALL BUSINESS 401K

Practical Pricing

RETIREMENT PLANS AREN’T EXPENSIVE ANYMORE.

  • Starter-k Plan
    GO-Starter
  • 401(k) Plan
    GO-Plus
  • 401(k) Plan
    GO-Max
We offer sensible solutions that suit the needs of any business circumstances. Our fees are transparent and affordable, allowing you to focus your efforts on wealth-building.
Starter-k Plan
GO-Starter
401(k) Plan
GO-Plus
401(k) Plan
GO-Max
We offer sensible solutions that suit the needs of any business circumstances. Our fees are transparent and affordable, allowing you to focus your efforts on wealth-building.
$2500
/mo
$6500
/mo
$8000
/mo
$4 per participant per month$8 per participant per month$8 per participant per month
0.3% AUM fee0.1% AUM fee0.1% AUM fee
Contribution limits$7000$23,000$23,000
Employer contributionsnot allowedoptionaloptional
Roth + traditional
Tax credits available
Profit sharing
Fee free for employees
Volume pricing discounts
True 360™ payroll integration
Contribution limits
Dedicated relationship manager
ERISA bond