Pricing Tiers

Workplace

Best for businesses setting up their first plan. Affordable, all-in price.

MONTHLY FEES

$100

+ $6 / participant

Plus

Best for conversion plans & profit sharing. Balance of flexibility & price.

MONTHLY FEES

$150

+ $8 / participant

WealthBuilder

Best for businesses with high-income earners that want to reduce taxes.

MONTHLY FEES

$500

+ $15 / participant

Workplace

Best for businesses setting up their first plan. Affordable, all-in price.

MONTHLY FEES

$100

+ $6 / participant

SERVICES

Add a turnkey 3(38) investment line-up, or build your own; Advisor managed accounts available**

SERVICES

SERVICES

All WORKPLACE features, plus…

Plus

Best for conversion plans & profit sharing. Balance of flexibility & price.

MONTHLY FEES

$150

+ $8 / participant

SERVICE DETAILS

PLAN FEATURES

All PLUS features, plus…

WealthBuilder

Best for businesses with high-income earners that want to reduce taxes.

MONTHLY FEES

$500

+ $15 / participant

SERVICE DETAILS

PLAN FEATURES