We are an independent 401(k) advisor specializing in low cost 401(k) plans for small and medium sized businesses. Our goal is to craft a low cost 401(k) plan by finding you the right fund lineup and recordkeeper. Let us price your existing plan across several of our preferred recordkeepers or, if your company doesn't yet have a 401(k), estimate the cost of setting up one from scratch!Schedule a consultation
|Assets||Employer Fee||Advisory Fee (% of assets)|
|< $250k||$200 per month||0.35%|
|$250k to $5m||none||0.35%|
|$5m to $20m||none||0.30%|
|$20m to $50m||none||0.25%|
Our advisory fee is always low, but varies depending on the size of your plan. Keep in mind that the all-in cost of a 401(k) is comprised of recordkeeping, custodial, and average fund cost in addition to our advisory fee. Provide us with information on your current plan’s assets and your employee base, and we’ll estimate your all-in cost on up to three recordkeepers with a diversified, low-fee investment line up.
A 401(k) plan comes with hard costs – money paid by your company, as the plan sponsor, and fees paid by your employees, usually as a percent of their savings. This can make understanding the cost of your company’s plan confusing. We’d be delighted to provide you with a review of your plan’s costs and help you find out if a different 401(k) advisor could help you save you and your employees money.
Your company also spends time and resources managing the plan, from making deferral changes, taking on fiduciary liability, and more. Talk with us about how a technology-enabled advisor can help you reduce these costs and risks today!Talk to Us