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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.

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