Customer Help Center

Search our website or read answers below.

Frequently Asked Questions

Find what you’re searching for by browsing our help center and the subjects below.

Yes, we are a fully bundled provider.

We pride ourselves on simple, transparent and easy to understand pricing.

Thus, we cover all regular services within our all-in fee of ~0.45%

Here’s the breakdown:

  • SaveDay® charges the lowest fees in the industry at only 0.35% OR $3.50 per $1,000 invested annually — about $0.29 per month
  • The underlying portfolio of ETFs charge between 0.08-0.11%

We may asses additional fees for services that fall outside regular services. Those may include overnight mailing, wire transfer fees, or other third party services.

No. We want you to get your money working for you as soon as possible.

$0. There is no additional costs for ADP/ACP testing or 5500 reporting.

Yes, We offer all aspects of running and administering a 401(k) plan. This includes ongoing custody, trust and recordkeeping.

Safe Harbor 401(k)s automatically pass, or are exempt from, non-discriminatory testing from the IRS.

The plan requires companies to contribute to their employees’ plans. Therefore, ensuring that none of the employees are “discriminated against” when contributing to their 401(k) accounts. Safe Harbors also ensure that highly-compensated employees (HCEs) aren’t contributing more than everyone else. Learn more here!

If you’ve browsed our help center and still have questions about our services, need assistance, or just want to talk, we want to hear from you.
Contact our support team.