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Pricing

the no-hassle, $0 employer-cost 401(k)

making the 401(k) simpler and more affordable, so more people can have one

What's Included?

Zero Fees for Employers
No matter how your plan is designed - there's just one low fee, up to 60bps, for participants
$ O
  • $0 set-up fee
  • $0 monthly fee
  • $0 per-employee fee
  • $0 reporting fee
Enroll Now

Fiduciary Services

For eligible plans, we act as an ERISA 3(16) fiduciary and 3(38) fiduciary.

Managed Investments

Your employees have access to advised, customized portfolios suited to their individual risk appetite and goals for just one low AUM fee up to 60 bps.

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

As the broker-dealer, we work directly with a third-party custodian to validate transactions and execute trades.