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
- 3(16) Fiduciary Administration
- TPA
- Recordkeeping
- Custody
- Open Architecture Investment
Add a turnkey 3(38) investment line-up, or build your own; Advisor managed accounts available**
SERVICES
- Plan Design
- Fiduciary Oversight
- Streamlined Administration
- Payroll Integration
- Dedicated Service Team
SERVICES
- Auto Enroll Required
- 1 or 3-Month Eligibility
- Loans & Hardships
-
Vesting
Elapsed Time Only -
Profit Sharing
Pro-rata or None - Company Safe Harbor Match (Optional)
All WORKPLACE features, plus…
Plus
Best for conversion plans & profit sharing. Balance of flexibility & price.
MONTHLY FEES
$150
+ $8 / participant
SERVICE DETAILS
- Plan Consultation
PLAN FEATURES
- Flexible Plan Design
-
Profit Share
New Comparability - Company Non Safe Harbor Match (Optional)
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 Consultation
PLAN FEATURES
- Cash Balance Defined Benefit Plan
- $200k+ in Tax-Deductible Contributions
- Estimated Time to a Million (ETM) Calculation
- Year-End Tax Planner