Our Pricing

No Hidden Fees, No Kickbacks, No Commissions

One simple and transparent fee structure that includes everything from the cost of the underlying investments to comprehensive personal service.

EMPLOYER COST

$400/quarterly

($1,600/yr)

$7/quarterly

Per Employee ($28/yr)

EMPLOYEE COST

0.65% or less

(of account balance)

Includes

  • The cost of the underlying index funds
  • 1-on-1 professional investment advice
  • Fully managed asset allocation strategies
  • On demand video education and tools
  • Custody, recordkeeping and advisory services
  • Ongoing plan compliance, 5500 filing, testing and maintenance

"When comparing us to the competition, many ask "how can you do all this for so little?" My response is always the same: "how can they do so little for so much!?"

- Tom Zgainer, CEO