$21 / monthly
Owner only clients can enjoy 401k and ease like the big players
Whether your client is the only owner, or it is a husband-wife team, or a conglomerate of many co-owners, they can enjoy the powerful benefits of a 401k plan without the complication.CREATE ACCOUNTWhat it looks like for your client
Your client will have secure online access to monitor their 401k and so will you, as the advisor. Stay in the know.
ULTRA LOW COST
At $21 a month, your client receives a full service administration and removes the headache of a hustling a solo 401k on their own and allows an advisor to oversee their assets.
A plan document that governs the plan is still needed for a solo 401k. This is ready to go for your client. Reviewing plan design is totally optional.
COMPLIANCE & 5500
When you go the institutional route, your client will need to be informed of limits and rules. Let us be the experts and handle the compliance checks instead.
The IRS Form 5500 will need to be filed once the $250,000 threshold is reached. We monitor and handle this automatically for your client.