solo+more

$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
ONLINE PORTAL

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.

PLAN DOCUMENT

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.

OUTSIDE THE BOX

Does your client need
a clever plan design 
+ a simple solution

Don’t be fooled by “in a box”! Our cleverly crafted options are powered by innovative technology that allows us to create complexities like class-based allocations, strategic cash balance and anything you can dream up. If you don’t see what you were looking for, give us a call or chat with us live.

VIEW THE 3 CORE PLANS