No Hidden Fees. No Kickbacks. No Commissions.
Our pricing is simple, transparent and designed to help you protect participants. One straightforward fee structure includes everything you need — with no surprises and no buried line items.
Invoiced Fees
Employer: $400 per quarter
Active participant: $5 per quarter (paid by employer or employee)
Investment Related Fees
0.40% of the account balance annually
This includes:
- Recordkeeping, custody and 3(38) fiduciary services
- Access to a lineup of low-cost index or target date funds
- Optional professionally managed portfolios
- On-demand, 1-on-1 advice from licensed professionals
Review My Plan
I’m a business owner and want a free, detailed comparison of my current plan — including a breakdown of hidden fees and fiduciary gaps.
Start a New Plan
I’m a business owner launching a new 401(k) and want an easy, cost-effective, turnkey solution backed by fiduciary expertise.